Our Approach

Our Approach

Step 1: Initial Meeting

The journey begins with an initial meeting where we get to know you and your unique financial situation. We believe that understanding your goals, values, and aspirations is crucial in creating a customized plan that aligns with your vision for the future. During this meeting, we’ll discuss your financial history, current circumstances, and your objectives. We’ll also take the time to answer any questions you may have about our services and approach.

Step 2: Proposal & Estimate

Following the initial meeting, we’ll develop a proposal and estimate tailored specifically to your needs. This proposal outlines the services we recommend, the associated costs, and the expected timeline for achieving your financial objectives. We believe in transparency, and this step ensures that you have a clear understanding of what to expect from our partnership.

Step 3: Engagement

Once you decide to move forward with our firm, we’ll formalize our partnership through an engagement agreement. This agreement outlines the roles and responsibilities of both parties, including the services we will provide and the information we will need from you. We aim to create a collaborative relationship built on trust and open communication.

Step 4: Discovery

With the engagement in place, we dive deep into the discovery process. This phase involves gathering all the necessary financial information, including your assets, liabilities, income, expenses, tax documents, and investment accounts. Our team will work diligently to ensure we have a comprehensive understanding of your financial picture. We will work alongside your other trusted professionals such as your accountant or lawyer during this stage.

Step 5: Analysis

Our team of experts will conduct a thorough analysis of the information gathered during the discovery phase. This involves assessing your risk tolerance, investment goals, cash flow needs, tax situation, estate planning needs, and more. We use various financial tools and models to evaluate different scenarios and develop a strategic plan that aligns with your objectives.

Step 6: Presentation

Once we have completed our analysis, we will present a comprehensive financial plan tailored to your specific needs and goals. This plan will include specific recommendations for investment strategies, tax optimization, retirement planning, estate planning, and more. We will take the time to walk you through the plan, answer any questions you may have, and make any necessary adjustments based on your feedback.

At Alitis Wealth Planning, we are committed to providing you with the highest level of service and expertise throughout every step of your financial journey. Our goal is to empower you to make informed decisions that lead to financial success and peace of mind.

Contact us today to schedule your initial meeting and take the first step toward a brighter financial future. We look forward to embarking on this journey with you.