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ACTIVATE YOUR WEALTH PROCESS
What is it?

Our 8 step client on-boarding process was designed to create clarity around your finances and formalize the client experience. At the conclusion of this process, you will receive an action oriented financial plan and blueprint for success moving forward.

Why does it matter?

We want our clients to know exactly what they get when they work with us. It is far too common to engage with a financial planner and not understand what happens next. The Activate Your Wealth Process sets the stage for our working relationship.

Who is it for?

Financial planning at Activate Wealth works best for busy professionals and families who maintain an annual household income greater than $150,000. Our clients are beginning to face increasingly complex financial situations with less and less time to manage them.

ACTIVATE YOUR WEALTH PROCESS
What is it?

Our 8 step client on-boarding process was designed to create clarity around your finances and formalize the client experience. At the conclusion of this process, you will receive an action oriented financial plan and blueprint for success moving forward.

Why does it matter?

We want our clients to know exactly what they get when they work with us. It is far too common to engage with a financial planner and not understand what happens next. The Activate Your Wealth Process sets the stage for our working relationship.

Who is it for?

Financial planning at Activate Wealth works best for busy professionals and families who maintain an annual household income greater than $150,000. Our clients are beginning to face increasingly complex financial situations with less and less time to manage them.

ACTIVATE YOUR WEALTH PROCESS

Timeline

Step 1

Acknowledge

Acknowledge you may benefit from partnering with a financial professional. You are looking to save time, streamline your finances, and take initiative in building wealth for your family. As a busy professional, you want a financial planner that understands YOU and YOUR needs.

Step 2

Chat

Schedule a time for us to have a 15 minute intro call. We will learn a little bit about each other and decide if you could benefit from our solutions. If we aren’t a good fit, we are happy to refer you to a financial planner that better serves your unique needs.

Step 3

Team Meeting

Schedule a 1 hour team meeting with Activate Wealth. This meeting can be conducted via Zoom Video Conference or in person. The primary objective of this meeting is to take a deep dive into your goals and needs and answer any questions you have about our solutions.

Step 4

Initial plan

We are now working to develop your unique and comprehensive financial plan. During this phase, there will likely be some emails and quick phone calls between us to gain clarity on your situation. Things that often come up in this phase are prioritization of multiple goals and operational items (i.e. navigating the client portal, providing necessary planning documents, and/or coordinating with outside providers).

Step 5

Visualize

Visualize the opportunities building wealth will create for you and your family. Consider what you will do with your time and energy now that you have outsourced your financial to do list.

Step 6

Analyze

Together, we will analyze your plan at our  presentation meeting. Again, this meeting can be conducted via Zoom Video Conference or in person. At the end of the meeting you will walk away with a detailed financial plan, prioritized action items, and next steps for implementation. Take this time to ask all the clarification questions you need.

Step 7

Think it over

Consider our approach to financial planning and wealth building. Does our approach resonate with you? Have we provided enough value so far that you think a long term relationship is worth it? If you feel you are better off going at it alone, no problem. You will have a great foundation from our initial planning process to implement our recommendations on your own.

Step 8

Execute

Partner with Activate Wealth and execute on your financial goals. We will serve as your financial quarterback and implementation partner. Your finances and goals are ever changing and we are thrilled to help you navigate it all. Before we move forward, we will regroup to answer any outstanding questions and set mutual expectations for our ongoing relationship.

ACTIVATE YOUR WEALTH PROCESS

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Acknowledge

Acknowledge you may benefit from partnering with a financial professional. You are looking to save time, streamline your finances, and take initiative in building wealth for your family. As a busy professional, you want a financial planner that understands YOU and YOUR needs.

null
Chat

Schedule a time for us to have a 15 minute intro call. We will learn a little bit about each other and decide if you could benefit from our solutions. If we aren’t a good fit, we are happy to refer you to a financial planner that better serves your unique needs.

null
Team Meeting

Schedule a 1 hour team meeting with Activate Wealth. This meeting can be conducted via Zoom Video Conference or in person. The primary objective of this meeting is to take a deep dive into your goals and needs and answer any questions you have about our solutions.

null
Initial Plan

We are now working to develop your unique and comprehensive financial plan. During this phase, there will likely be some emails and quick phone calls between us to gain clarity on your situation. Things that often come up in this phase are prioritization of multiple goals and operational items (i.e. navigating the client portal, providing necessary planning documents, and/or coordinating with outside providers).

null
Visualize

Visualize the opportunities building wealth will create for you and your family. Consider what you will do with your time and energy now that you have outsourced your financial to do list.

null
Analyze

Together, we will analyze your plan at our presentation meeting. Again, this meeting can be conducted via Zoom Video Conference or in person. At the end of this meeting, you will walk away with a detailed financial plan, prioritized action items, and the next steps for implementation. Take this time to ask all the clarification questions you need.

null
Think It Over

Consider our approach to financial planning and wealth building. Does our approach resonate with you? Have we provided enough value so far that you think a long term relationship is worth it? If you feel you are better off going at it alone, no problem. You will have a great foundation from our initial planning process to implement our recommendations on your own.

null
Execute

Partner with Activate Wealth and execute on your financial goals. We will serve as your financial quarterback and implementation partner. Your finances and goals are ever changing and we are thrilled to help you navigate it all. Before we move forward, we will regroup to answer any outstanding questions and set mutual expectations for our ongoing relationship.

ONLINE SCHEDULING

The first step in our Activate Your Wealth Process is to schedule a complimentary 15 minute intro call. This call will provide a great framework for our relationship and allow us to get to know each other. Simply pick a time that works well for you and we will be on our way!

FREQUENTLY ASKED QUESTIONS

Am I a good fit?

Still not sure if you are a good fit for our services? Check out our mock client scenarios or a detailed overview of our solutions

How is Activate Wealth compensated?

We are a fee-only financial planning firm. What does that mean? Well, it means we always have your best interest in mind. The only way that we make money is directly from you. We do not accept commissions from outside companies. This makes us your fiduciary 100% of the time. If you like the sound of that, schedule a 15 minute intro call

What makes you different from the traditional advisor?

We work specifically with busy working professionals from their late 20s to early 40s. That means we ARE NOT a retirement focused firm. Your primary focus right now is not retirement, and it shouldn’t be. Your focus is trying to balance enjoying your life now and preparing for the future. We want to help you start the wealth building process early in your career. 

What is your investment philosophy?

We believe in a low cost and long term investment strategy. Our primary goals when investing your money will be to keep taxes and expenses low, reduce trading costs, and align your portfolio with specific goals. We DO NOT attempt to time or beat the market. If you are looking for the next “hot stock”, you are in the wrong place.  We believe in constructing a diversified portfolio that is in sync with your specific goals (i.e. saving for a down payment on a beach house or funding future college expenses).

FREQUENTLY ASKED QUESTIONS

Am I a good fit?

Still not sure if you are a good fit for our services? Check out our mock client scenarios or a detailed overview of our solutions

How is Activate Wealth compensated?

We are a fee-only financial planning firm. What does that mean? Well, it means we always have your best interest in mind. The only way that we make money is directly from you. We do not accept commissions from outside companies. This makes us your fiduciary 100% of the time. If you like the sound of that, schedule a 15 minute intro call

What makes you different from the traditional advisor?

We work specifically with busy working professionals from their late 20s to early 40s. That means we ARE NOT a retirement focused firm. Your primary focus right now is not retirement, and it shouldn’t be. Your focus is trying to balance enjoying your life now and preparing for the future. We want to help you start the wealth building process early in your career. 

 

What is your investment philosophy?

We believe in a low cost and long term investment strategy. Our primary goals when investing your money will be to keep taxes and expenses low, reduce trading costs, and align your portfolio with specific goals. We DO NOT attempt to time or beat the market. If you are looking for the next “hot stock”, you are in the wrong place.  We believe in constructing a diversified portfolio that is in sync with your specific goals (i.e. saving for a down payment on a beach house or funding future college expenses).