Here at TriaGen Wealth Management, we work with a wide variety of clients who are all at different places in their financial journey. They have unique needs, goals, hopes and fears, and our job is to customize what we do in order to bring the most value we can to their lives. Even though the execution and deliverables are different for every client, the overall process we utilize is the same.
Phase One: Discovery
Primary Objective: Phase one is all about listening and learning. Our goal is to clarify where you are right now financially, what you hope to accomplish, and what fears and concerns you have. We’ll also share our story with you and discuss what working together may look like moving forward.
Typical Phase One Steps:
- Introductory phone call to discuss what made you reach out to us and what your immediate needs may be
- Completion of a document checklist so that we can benchmark your current financial situation
- Initial in-person meeting to discuss where you are right now and help you crystallize what you’re working toward
- Follow-up meeting where we educate you on the different paths and opportunities to consider
Phase Two: Implementation
Primary Objective: Once you’ve determined the right path forward, we will go to work implementing everything through a process that’s designed to be efficient and turnkey for you.
Typical Phase Two Steps:
- Research and analysis to evaluate specific solutions and products
- Coordination with all stakeholders including tax and legal advisors
- Implementation of your strategy, keeping you in the loop throughout the process
Phase Three: Optimization
Primary Objective: Financial planning and wealth management is not a one-time thing, so the goal of phase three is to provide ongoing monitoring and make adjustments as needed to help you stay on the right path through every season of life.
Typical Phase Three Steps:
- Monitoring and auditing of your assets and plans
- Periodic stress testing of your financial portfolios
- Touch-base calls, emails and meetings to discuss performance and changes