An integrated strategic plan is best achieved by considering all facets of your financial picture. Our mission is to create an optimal plan that meets your goals.
We will work with other key professionals such as your accountant, attorney, insurance agent, real estate agent, and anyone else that can help achieve the best result for you.
Our process can be summarized in 4 basic steps:
Consult | Evaluate | Partner | Plan
We will engage in an initial interview with you and determine if we can be of help. If we can add value we will come back to you with next steps and initial list of areas worth review and consideration.
As we proceed, we will review all of the pertinent information and we may request some more information as we progress. We will analyze your information and will recommend any topics that may help in your overall plan.
We will work with you, other significant stake holders and your other advisors. Often it will be prudent to work with other experts in specialized areas that will be helpful for your ongoing plan.
We will come back to you with a detailed actionable plan. After you have reviewed that plan we will be there to help you review solutions brought to you by product experts. We will continue to help monitor and adjust your plan.
Wealth Advocacy, LLC is not affiliated with any financial planning firm, affiliation or accreditation board and does not hold itself out as providing any legal, tax, financial or other advice. Wealth Advocacy, LLC does not make any recommendation or endorsement as to any advisor, financial planner or other service, product, entity or individual or to any material submitted by third parties or linked to or from this website.
Contact us at firstname.lastname@example.org