BUILDING MY LEGACY…
WHERE DO I START?

To figure out how you get to where you want to be tomorrow, you need to know where you are today. Our wealth management process is designed to bring clarity and provide a plan – perfect for your family whether you are a business owner or a career professional.

Our process is streamlined and simple. We will work closely with you, providing solutions for the multi-dimensional aspects of your financial affairs, including the family business if you have one. We start with a discovery meeting; if everyone is comfortable we then move into the data download stage and a second more detailed meeting. From there we move into the maintenance stage with regular review meetings.

WHAT'S IMPORTANT TO YOU?

First up is a discovery meeting; a 'get to know each other' session. We give you a brief introduction to Modernize Wealth, but first we want to know what’s most important to you, your family... and if you are a business owner, we want to know more about your company. We will get to know you and your needs. It’s really simple. You talk. We listen.

LET'S GET INTO THE DETAILS...

If we are a good fit for each other, once your accounts are opened and your assets are transferred, we get into the data download stage. We ask you to gather statements, online account information etc. for our second meeting. This meeting defines your financial and life goals, and we upload everything to your Modernize Wealth digital portal.

THREE REVIEW MEETINGS A YEAR

From there we move into our ongoing wealth management process for your family. This includes three review meetings - a Portfolio Review, Financial Planning update, and a Risk Audit review. These meetings ensure that your portfolio remains on track, that any life changes are included in our planning, and to see if your risk tolerance has changed.

For business owners who need more clarity on their business transition plan, we follow up with an Exit Planning strategy session to start the thinking around that process…even if the “Exit” itself is many years away.

Many financial advising firms are happy with one meeting per year to see if their clients are “on track”. That doesn’t work for us. Our Wealth Management process is an ongoing commitment to ensure you remain on track to meet your goals.

Our Process is Streamlined and Simple

We will work closely with you, providing solutions for the multi-dimensional aspects of your financial affairs, including the family business if you have one.

YOUR WEALTH MANAGEMENT PARTNER | YOUR FAMILY CFO

We offer a range of wealth management services and modern financial advising solutions; services designed to help you translate your success into generational wealth. Let us be your family CFO. Our goal is to help you establish financial organization in all areas of your life. As your family’s CFO, we see our role as coordinating and overseeing solutions for every aspect of your financial affairs.

We are ready to help you. If you are a business owner, choose the left button below to learn more. There are things we need to consider to integrate your personal and business financial plans. If you are a career professional, we will focus only on your family’s finances.

Prepare Your Business

PREPARE YOUR BUSINESS

Protect Your Family

PROTECT YOUR FAMILY

QUESTIONS? CONTACT MODERNIZE WEALTH TODAY

Choosing a wealth management partner is a big decision, so if you have questions, we would love to hear from you – please email hello@modernizewealth.com or call us at 480.346.1283.