Your financial needs and goals are unique, and so are your values and priorities.
At CertusWealth, our approach is driven by understanding who you are and what’s most important to you so we can provide advice and solutions that are tailored to you and your family.
Our first meeting will begin with a thoughtful conversation focused on:
Once we have all of this information in hand, we’ll develop a customized Financial Plan that assesses your current circumstances and recommends how you can reach your goals.
The foundation for all our work is your Wealth Plan which will outline:
We will review each element of the plan with you to ensure your understanding and agreement with every recommendation.
Our job doesn’t end with building your Wealth Plan. In fact, it’s only just beginning.
Your Advisor will remain by your side to guide you every step of the way, including:
We will continually reassess your investment portfolio, your estate and insurance plans to ensure that you remain on track to reach your goals.
On a regular basis, we will reconnect with you to:
You can count on your Advisor to help you ensure that your Financial Plan grows with you and remains aligned with your life goals and values.
Find out how our CertusWealth Advisors can bring clarity to your financial life.