At Beacon Wealth Management, our mission is to help you make smart decisions about your money. To do so, we use a disciplined professional process to establish a solutions-based wealth strategy to help you reach your goals.
We designed this process specifically to help us do three important things:
Understand who you are and why money is important to your family
Create the best possible strategy for achieving those goals
Keep us on track at each step of the process
Analyze & Identify Gaps
We will closely evaluate your financial information to identify gaps. We will look at where you are, where you want to go and how we can maximize the possibility of helping you reach your financial goals.
Listen & Organize
The goal of this meeting is to develop a true understanding of who you are as a person, establish why money is important to your family and identify your financial challenges. We will also gather information on your current financial situation.
Wealth Strategy Meeting
Formalize & Implement
The Gap Analysis: We will present our findings regarding your current situation; our wealth strategy recommendations for how we can bridge the gaps in order to reach your goals, and define how we will manage your retirement and investment accounts. These tools will form the foundation for all of our work together.
At this point, we will be ready to make a mutual decision about whether Beacon Wealth Management can add substantial value to your situation and if we should proceed. If we both choose to work together, then we will commit to each other to work toward achieving everything that is important to you.
ADVANCE PLANNING MEETING
Engage Professional Network
At this point, we have made some changes to your financial life. We will answer any questions you may have so that you understand exactly what is happening with your money and how it relates to reaching your financial goals.
We will also begin working on advanced planning issues (estate and legacy planning, wealth transfer, family protection) and engaging our Professional Network of Advisors.
SUMMARY CHECK UP MEETING
Assess & Monitor
After your Wealth Strategy Plan has been executed, we will meet again to summarize everything we have discussed and implemented. We will set up online account access and make any final adjustments as needed. We will also review your overall progress toward your long-term financial goals.
We want to make sure that we always have the most up-to-date understanding of your personal situation. Therefore, our periodic financial checkups will ensure that when your life changes, your wealth strategy evolves with it.