At Wealth By Design, we help you optimize financial possibilities as you unfold life’s potential as you enter your unique version of “retirement.” We want to get to know you!
Your first step is to take a look at our Journey of Financial Health™ (below) and our service levels for Investment Management.
We know we can’t work with everyone, so the fit needs to be right for both of us. When you are ready to meet us and allow us to get to know you, e-mail or call Molly to set up a discovery meeting. Molly will gather some basic information and send you a bit of reflective “homework” to prepare for this meeting.
The discovery meeting is a time to get to know each other. Talking about finances can be a bit uncomfortable—it is our job to put you at ease in a safe, comfortable setting. This first meeting will guide us in determining how we can best assist you. We provide you with a unique opportunity to combine the qualitative and quantitative components of your retirement resources to create peace of mind. You will feel confident that you have an advocate and educator to walk alongside you in your retirement planning, liquidity, lifestyle, longevity, and legacy financial decision making process.
Learn more about how to start your Journey of Financial Health™ below, or call us at (970) 927-3909 and we will assist you in unfolding and implementing your vision of the “rich life.”
Journey of Financial Health™
Embark on your personal “Journey of Financial Health™.” This year-long adventure starts with EXPLORATION. Start with the Journey of Financial Health Map as we get acquainted and learn about your needs, aspirations, and concerns. We will share our process and determine a direction for our time together.
We will then ENGAGE you in your journey. We will walk alongside you as you reflect on and clarify your life values, as you define your “true wealth” and look at who is affected by your financial decisions. Fill out our Financial Satisfaction Survey as a tool to help us guide you through your journey.
You will ENVISION your ideal life, refining and prioritizing your personal and financial objectives. We gather information about your financial resources and unpack the options and opportunities to use them creatively and resourcefully. You can utilize our Life Transition Survey to track how you envision your financial future.
You will be ENLIGHTENED as we work together, providing insights and education for you to create the financial framework that will align with your values.
You will be EMPOWERED as we craft a personalized program over the year to keep your financial trajectory heading in a direction that increases your level of fiscal satisfaction. Learn more about our Advisory Services to start your Journey of Financial Health™, or check out our Investment Management page for more information.