OUR PROCESS
We’ve optimized our processes and services to best serve today’s modern investor. From the moment you join Modernize Wealth, we’ll learn your needs and help you strategize your goals so we can offer you a modern investment plan that is customized, transparent and actionable. Most importantly, we’ll provide you with the information and tools that are meant to put you in the best position to safeguard and help grow your wealth.
Whether you need Financial Planning and Investment Management or you’re just starting to save and simply want our guidance, we’re here for you.
HOW WE BUILD WEALTH
THE MODERNIZE WEALTH PROCESS
CONVERSATION
Meet you and hear your story
Get to know your reason for meeting
You do all the talking
Our first step to building a relationship
NEW CLIENT INTERVIEW
Gather financial data
Gather emotional and value driven data
Discuss and learn your “Why”
FINANCIAL PLAN & DASHBOARD
Recommendations
Risk evaluation
Financial plan
CUSTOM INVESTMENT PLAN
Portfolio implementation plan
Financial plan implementation plan
Advanced plan implementation plan
COMMUNICATION & REVIEW
How often do you want to talk?
Build a communication schedule that works with your life
1 hour response + 24 hour next steps to your questions
Implement technology to optimize communication
SERVICE & EDUCATION
We continually strive to serve you better and provide resources to help you build the future you want