Our Process
Designing Your Financial Plan: A Step-by-Step Approach

At Wyatt Financial, we believe in a personalized and collaborative approach to designing a financial plan tailored to your unique goals and aspirations. Here’s a comprehensive look at how we work with you to create a roadmap for your financial future:
Step 1: Schedule a Visit
Our journey begins with an initial meeting where we get to know you and your financial situation. This session is a no-pressure opportunity for us to learn about your goals, current challenges, and what you hope to achieve. We’ll also explain our philosophy and approach to financial planning to determine if we are the right fit for your needs. It’s a conversation built on mutual understanding and transparency, ensuring we are aligned from the start.
Step 2: Blueprint Meeting
During the blueprint meeting, we dive deeper into your financial dreams and objectives, creating a foundation for your personalized financial strategy. This step is all about discovery, collaboration, and gaining a clear understanding of where you are today and where you want to go. We take a comprehensive look at your financial picture, gathering detailed information about your income, expenses, assets, liabilities, investments, insurance, and any other relevant factors that impact your financial health.
Together, we’ll identify your short-term and long-term goals, such as saving for retirement, funding education, buying a home, building an emergency fund, or leaving a legacy for future generations. We’ll also consider factors like risk tolerance, tax considerations, and future life events to ensure your plan is robust and adaptable. This collaborative process allows us to pinpoint opportunities and address challenges, setting the stage for a strategy that aligns with your values and vision.
Once we have a clear picture of your financial landscape, we begin assembling a personalized strategy. This strategy includes a comprehensive analysis of your current portfolio and recommendations to optimize your financial trajectory. We prioritize clarity, ensuring you understand every aspect of the plan before moving forward. By tailoring the strategy to your unique goals and circumstances, we aim to create a roadmap that not only meets your needs today but evolves with you over time.
Step 3: Strategy Delivery
In this final step, we present your custom-built financial strategy. This plan is not a one-size-fits-all template—it’s a carefully crafted blueprint designed to align with your values, priorities, and future aspirations. We’ll walk you through each component of the plan, including investment strategies, tax optimization, risk management, and retirement planning.
Once the plan is finalized, we move into the implementation phase, where we begin putting your carefully crafted strategy into action. This includes assisting you with account setup, investment adjustments, insurance policies, and any other necessary steps to ensure a seamless and efficient transition. From here, our ongoing partnership begins, marked by regular check-ins to monitor your progress, make timely adjustments, and adapt to any changes in your circumstances. Our commitment is to keep you on track toward achieving your goals while providing guidance and support every step of the way.
