Our Process

Our Unique Process

Every WAG relationship begins with our unique 4-step planning process, designed to clearly identify your goals for your lifestyle and finances and develop a tailored financial strategy to confidently pursue them.

1. DISCOVERY

Let’s get to know each other. This meeting is about what’s important to you – still with no commitment required. We’ll clarify what makes WAG different and jointly assess your risk tolerance while listening closely to your lifestyle goals. This is your opportunity to tell us everything you want to see from your personalized plan, and so we can begin to work on a plan that will deliver on those wants if you decide to work with us.

2. ANALYSIS

Using the information gathered during our discovery meeting, we discuss how we can help you prepare for your financial goals. We also elaborate on our philosophy in more detail and begin to dig more heavily into educating you on the strategies we will put in place for you. We want you to be confident and comfortable in the plan we instate, so this is the best opportunity for you to ask us any question that comes to mind.

3. IMPLEMENTATION & ALLOCATION

Now we’re ready for launch. We deliver your implementation-ready financial plan, built around real returns and designed to drive real results for you. We’ll complete our client partnership agreement to begin traveling the path toward your lifestyle goals.

4. ONGOING STRATEGY UPDATES

The only constant in life is change. Over the long term, we take a dedicated approach to connecting regularly to reassess goals, strategies, and progress. As a WAG client, you’ll have access to annual strategy updates and plan reviews, as well as milestone check-ins as needed, to adjust your plan to align with your evolving lifestyle goals.