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Our Process

Financial security doesn’t just happen all by itself. Behind every strategic and secure investment portfolio is a well-calibrated process powering it to achieve specific investment goals. With years of experience, we know well the time, considerations, and calculations involved in getting to know a client’s life goals, then developing a financial plan centered around those goals.

We realize it’s important for you to know what to expect when you walk through our doors. And while our process is in our people as much as our procedure, we strive to provide a clear understanding of how we work with clients from start to finish.

What You Can Expect

Step 1: Discover Your Needs, Goals, & Current Financial Situation

When you schedule a free, no-obligation consultation with Solutions Group Wealth Management, you’ll be invited in to meet with us in a relaxed setting intended for you to get to know us and for us to get to know you. In this meeting, we’ll identify your needs, goals, financial situation, and risk profile to determine how we can best serve you.

Step 2: Design a Custom Financial Plan

Based on our initial consultation or “discovery meeting,” as we like to call it, you’ll be invited back in to hear recommendations we have regarding your investment strategy and how it ties in with your specific life goals. We’ll even serve as a "quarterback" in communicating your estate planning and tax planning needs by collaborating with attorneys and accountants to ensure your goals are carried out.

We also strive to go the extra mile and provide an Investment Policy Statement, outlining how your investments are going to be invested on a consistent basis.

Step 3: Implement Recommendations

Upon receiving your approval of the financial plan that will have been designed specifically for you, we’ll move forward with implementing it by adjusting your portfolio, taxes, estate, and insurance accordingly.

Step 4: Review Plan Post-Implementation

After your plan has been implemented, we’ll set a time for you to review it and ensure it aligns with your life goals and make adjustments if necessary.

Step 5: Monitor and Continually Adjust

We’ll monitor your investments for you and will periodically meet with you to review your investment performance and address any tax, estate planning, or life & survivorship needs you may have