The financial world can be perplexing. Not only do we contend with competing advice from different experts, but the amount of variety when it comes to financial advisors and solutions can be overwhelming. How do we know we are making the best choices for our financial future?

A downside of traditional financial advisories is that they are boxed in by one company. They have an incentive to push the products of their company, regardless of whether they are the best fit for you.

Instead of product-pushing, we prioritize an education-first approach at The Wealth Syndicate. We believe that a solid understanding of basic financial principles, and how they apply to you, is a critical foundational step to pushing past the clutter and getting clarity on a financial plan that is truly beneficial.

Once the foundation has been laid, we are able to offer financial solutions from multiple companies, zeroing in on a unique combination of advice and solutions that best suits your situation.

Our goal is to provide a realistic and easy-to-follow financial plan, or roadmap, that aligns seamlessly with our client’s dreams and goals. Once the plan is created, we provide ongoing follow-up and communication to assist clients with implementation.

Gather & Establish Objective

When conducting our Discovery Call, our top priority is to understand our prospective client at a deep and individualized level. Understanding their dreams, concerns, and goals is necessary when creating a successful financial strategy.

At this stage, we also gather as much history and data as possible. With this information, we customize a defined investment policy statement that serves as a critical foundational step in our client’s financial success plan.

Expect to discuss key factors such as your personal goals, level of risk tolerance, and time horizon to meet your goals.

Analyze & Evaluate Information

Once all relevant information is collected, this information is analyzed against current financial environments and the goals of the client. We evaluate and select a range of financial solutions to customize an easy-to-follow financial roadmap with concrete steps. Since we are not boxed in by one company, we have more choice and can offer solutions from many different companies.

Develop Plans & Recommendations

After your information has been analyzed and solutions evaluated, we create your individualized plan with recommendations for specific financial products and tailored advice to help you meet and exceed your goals.

Implement Plans & Recommendations

We deliver your personalized financial roadmap with different options for your review. We use this discussion to confirm a way forward, addressing any questions or concerns along the way. From there, we will work together to implement the steps on the roadmap.

Review Periodically

Even though we have set your roadmap into motion, remember that financial planning is not a “set-it-and-forget-it” process! It does not stop after the plan is created.

As a relationship-based financial advisory firm, we stand by our clients and help them stay on track. We will monitor your plan and recommend changes when certain life events occur.

Whether you need to pivot or plot a new course entirely, The Wealth Syndicate is here for you.

Let’s create your Pathway to Wealth.