Call us at 303-221-4867 for a free consultation

Our Process

We take a methodological approach to meeting your wealth management needs. Our process is all about collaborating with you to create a financial plan and strategy based on your needs and goals. 

Our Process

We take a methodological approach to meeting your wealth management needs. Our process is all about collaborating with you to create a financial plan and strategy based on your needs and goals. 

We are all about you

Get to know our step-by-step approach to achieving all of your goals

Beyond helping you with investment and savings plans, we work closely with you to reduce your tax burden, manage your cash flow, optimize your insurance coverage, review or establish your estate plan, and even help you ensure your charitable gifts have more impact. 

Our goal is to give you total peace of mind by making sure no issue regardless of how big or small gets left to chance. By providing regular follow-up, opportunities to engage and educational programs, we help you become highly knowledgeable about your finances so that you can make decisions with confidence and clarity.

  • DISCOVERY MEETING 20% 20%
  • WEALTH PLAN MEETING 30% 30%
  • MUTUAL COMMITMENT DISCUSSION 30% 30%
  • Quarterly Follow-up Calls 30% 30%
  • Annual Progress Meetings 45% 45%

Creating your Plan

01. DISCOVERY MEETING

We gather in a relaxed setting (in person or virtually) to talk about your financial situation, relationships, work challenges, interests, concerns and goals.

02. WEALTH PLAN MEETING

We review the strengths and weaknesses of your portfolio and help you consider an appropriate wealth plan and ‘Investment Policy Statement’ to guide your investment activities. We also discuss your insurance, estate planning, business and other concerns, so we can make any needed recommendations.


03. MUTUAL COMMITMENT MEETING

If it makes sense for you to become a Transitions Wealth Management client, we schedule a meeting where both sides sign an agreement to proceed. This includes confirming the terms of our relationship and our transparent, fee-only compensation. Once everything is signed off, we immediately begin working on your wealth management plan, including a list of action items so nothing gets missed.

REGULAR CONTACT

04. QUARTERLY FOLLOW-UP CALLS

We check in with you every 90 days to discuss our progress on your wealth plan. During our call, we review your investments to determine if a rebalance is needed. We also take the time to answer any questions and get to know you better. Often in these calls, issues you are currently experiencing will come up. We’re always happy to help you to address any concerns and bring in different experts from our team as needed.

05. ANNUAL PROGRESS MEETING

While we encourage you to reach out whenever ideas or questions arise, we also want to see you in person at least once a year. During our annual progress meeting, we review changes in your personal finances, follow up on your estate plan and discuss tax planning. This meeting also gives us a chance to review progress we’ve made toward your funding goals as well as discuss your evolving plans for the future.