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 a complimentary initial discovery 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 review all of your pertinent information. We may request some additional details as we progress and analyze your unique situation. If needed, we recommend any topics that may help in your overall planning.
We work with you, other significant stake holders and your other trusted advisors. Often it will be prudent to work with additional experts in specialized areas that will be helpful for your ongoing and overall plan.
On an agreed date, we follow-up with a personalized and actionable plan. As you review the plan, we are there to help execute solutions and refer trusted professionals. We will monitor and adjust your plan as needed.
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