Activate Your Wealth
We believe a successful financial journey requires a well-defined roadmap. Our process is designed to cut through the complexities of your fast-paced life and organize your wealth into a clear, actionable strategy. From our very first conversation, we focus on understanding your unique ambitions to build a tailored plan that helps you move forward with absolute confidence.
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.
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 Process sets the stage for our working relationship.
Who Is It For?
Financial planning at Activate Wealth is for busy professionals and families who maintain an annual household income greater than $300,000. Our clients are beginning to face increasingly complex financial situations with less and less time to manage them.
A Collaborative Roadmap
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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.
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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.
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STEP 3
Team Meeting
Schedule a 1 hour discovery meeting with Activate Wealth. The primary objective of this meeting is to dig into your goals, values, and financial needs. We want to answer any questions you have about our solutions and give you all the information you need to feel comfortable moving forward as a client of Activate Wealth.
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Step 4
Investigate
Investigate your current financial dynamics. 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 and providing necessary planning documents).
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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.
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Step 6
Analyze
Together, we will analyze your comprehensive financial plan at our presentation meeting. 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.
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Step 7
Think It Over
Take some time to think about your initial financial plan. Do you agree with the recommendations? Do they feel aligned with your personal goals and values? What questions do you still have? Are there any adjustments you would like to make?
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Step 8
Execute
Now it’s all about execution! During our last on-boarding meeting, we will answer any outstanding questions and set mutual expectations for our ongoing relationship. Activate Wealth will now serve as your personal CFO and implementation partner. Your finances and goals are ever changing and we are thrilled to help you navigate it all.
ONLINE SCHEDULING
The first step in our 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!