Broker Check

How We Work

At Wealth Coordination Partners, we pride ourselves on using a comprehensive approach to help our clients make money decisions. We have a comprehensive financial model and a tried and true process for helping your family to maximize wealth, maximize protections from the things that can go wrong, minimize the risks that can disrupt your financial life, and help give you a permission slip to spend and enjoy your money on your terms. Here is our process.


Step 1: Introductory Meeting

We take the time to get to know you and your priorities. We share about our process and how we can help and decide if we all think it makes sense for us to start working together. If we decide to work together, we give you some homework of some data to collect and we schedule a Data Meeting.

Step 2: Data Meeting

We go over what you currently have in place and work collaboratively with the client try to get as accurate of a representation as possible of what your current financial situation looks like. We ask questions t discuss strengths and weaknesses of how your are currently positioned and what can be done to make it even better.

Step 3: Visualization

We begin to look at strategies that make your financial world better. This is the longest part of the process as it can can involve coordinating multiple accounts and products into building a cohesive plan tailored for each family.

Step 4: Implementation

Once we have all agreed upon the best route forward, we can help implement and service the products and accounts that are a part of that overall strategy.

Step 5: Review and Rebalance:

The best laid plans can be interrupted by real life. Whether it be changes in the market, the economy, or your personal or family situation, it is vital to consistently review your financial position to make sure you are still on track to accomplish your goals and are being efficient and effective with your money in an ever-changing world.


Have a Question? Let's Talk!

Thank you!
Oops!