Process

Our Unique Approach

A solid financial plan is centered around you and your goals and not products or investment vehicles. At Satori Wealth Management, we are dedicated to a holistic approach with our clients and an action plan that’s focused on what is best for you. We begin with our Free Financial Evaluation to determine if we are a good fit to work with one another. Once we have a thorough understanding of your situation, it’s time to make the appropriate recommendations in a practical and clear manner that you can understand. Lastly, it’s time to implement all of the recommendations and schedule periodical reviews to ensure that you always know where you stand in relation to your goals. Your financial picture will constantly change as you enter different stages in life and you can count on us to be there every step of the way.

Our Financial Planning Process

Free Financial EvaluationOur educational process to help put your financial goals in focus and determine what level of planning is needed for you.

Step 1Understanding and clarifying your goals & gather data

In our first meeting, we want to get to know you and obtain a thorough understanding of your objectives and current financial situation. We’ll discuss your short & long-term goals, your current action plan that you have in place and which areas you feel where you need the most help.

Step 2Assess and discuss potential strategies and options

Now that we’ve gathered your information and performed some initial analysis, it’s time to meet again and review where you stand in relation to your financial goals. We’ll tell you whether your current action plan is the best way to attain your goals and if there is anything you can be doing differently.

Create A PlanDevelop and present financial planning recommendations

Step 3Creating and reviewing financial statements

We begin the financial planning process by creating and reviewing financial statements as well as pro forma tax projections so you have a clear picture of your financial situation today. Next we review our analysis of every component of your plan and discuss our recommendations with you. We’ll address every area of financial planning and illustrate how our recommendations will help improve your odds of attaining your goals.

Step 4Begin implementing your customized financial strategy

Now that your plan is in place it’s time to execute it! We’ll help you consolidate your assets with one custodian and link all of your financial institutions to your plan so we can continuously track your progress towards your goals. Additionally, we help implement all of our recommendations to you in the areas of cash flow, tax, investment, insurance and estate planning.

Monitor & ReviewOngoing planning and semi-annual reviews

Step 5Ongoing planning

Ongoing planning is necessary to ensure that you are making the best financial decisions for you and your family. We have semi-annual reviews with our clients so we can continue to be proactive and give you the advice you need through any life changing event. We work in concert with your other advisors such as your tax preparer, estate planning attorney and insurance agent as part of our comprehensive approach and commitment to providing the best guidance possible.

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