OUR FINANCIAL PLANNING PROCESS IN PITTSBURGH & ERIE
Learn about our comprehensive four-step process that enables us to serve you best
FINANCIAL PLANNING WITH A PURPOSE
Whether you want to save money for college, are looking for ways to reduce your tax burden, are ready to start your retirement planning, or want to explore investment opportunities, we’re here to assist you. Our Pittsburgh and Erie offices can help you through reliable financial planning services. Select the office that’s closest to you, and give us a call to get started!
OUR PROCESS
1. DISCOVERY
2. ANALYSIS
3. IMPLEMENTATION & ALLOCATION
4. ONGOING STRATEGY UPDATES
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.
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.

Our team's ready to help
Want to see how we can help you with your retirement planning? Send us a message in the form below.