Not Your Typical Financial Planning Firm
Using cutting edge technology to build better financial habits
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Our carefully structured wealth planning process provides a solid foundation for your personalized plan. It allows us the flexibility to fully customize your plan while maintaining focus on your specific goals and objectives. Our technology updates information automatically from your accounts and gives you the opportunity to modify your plan as needed to accommodate changes in your individual circumstances.
SEDNA Wealth Planning Process
SEDNA Introduction
Get Financially Organized
Explore Opportunities
Set Goals
Strategize And Analyze
Implement, Monitor & Adjust
We’ll start your complimentary introduction meeting with a concise presentation about our wealth planning and investment process, our fee structure and how we work with clients. We’ll then seek to understand your unique situation, including your opportunities, challenges, and dreams. If there is a good fit and you wish to move forward, our next steps will be to schedule the next meeting and outline the steps in creating your SEDNA Wealth Plan.
The “Get Financially Organized” portion of the planning process will be discussed during the initial meeting and entails a focused approach of helping you become very familiar with your financial picture in a technology savvy way. Our goal is for your to have a confident view of your wealth and how your money moves going forward.
Exploring opportunities gives us a chance to really get to know your dreams, aspirations, and requirements that you and your family have for living every part of your life. Through our scenario based exploration process we’ll help you prioritize the opportunities that you value most.
After we explore opportunities we can start to truly define the goals and the funding to make each opportunity happen. We will take your collected information and draft multiple scenarios for achieving your goals. You’ll have time to review each option and make choices based upon what you feel most comfortable with.
Our third meeting will allow us to dive deeper into the actual design of your Wealth Plan. You’ll get the opportunity to see the numbers in a probability format based upon the various scenarios. Next, we’ll analyze your priorities and make sure the final plan is exactly what you desire.
Our fourth meeting and additional ongoing meetings will allow us to discuss how your plan is being implemented and progressing towards your goals. We’ll also schedule meetings to discuss timely occurrences such as your benefits package offerings and tax planning at the beginning of the year. Occasionally life events will arise that we can easily schedule time to discuss and evaluate for you.
Start Your Wealth Plan Today!
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Get Personal With Your Money
Our suite of online tools let you view all of your accounts in one place and get real-time information to maximize your budget and net worth.
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