The Amber Wealth Six Step Process
Our financial planning process is not just about giving you a plan or managing your investments. We are committed to understanding your unique background and goals, so we can guide you towards a path that you're comfortable with. Plus, we put your interests first with a fiduciary mindset, ensuring you receive the best possible recommendations. With six distinct steps, our process is designed to give you the confidence and clarity you need to achieve your financial objectives.
Book A CallSTEP ONE
First Contact
We want to meet you briefly to see if we can work together.
During this meeting, we will ask about your financial situation and what you want from a financial advisor. We will also tell you about how we work with our clients. This way, you can decide if we are a good fit for you.
If we're not the right fit, we will recommend other financial advisors who may be better suited to help you.
STEP TWO
Goals & Values
On this call we will talk about your goals and values, and to review your financial situation in detail. This way, we can gain a better understanding of where you stand financially and what you hope to accomplish in the future.
STEP THREE
Get Organized
On this call we will work with you to collect and organize your financial information in one place. This will help us get a complete picture of your financial situation and allow us to start building your financial plan.
STEP FOUR
Plan Delivery
During this call, we will guide you through the implementation of your financial plan, which involves executing your investment strategy, creating new accounts as needed, establishing automatic contributions, closing redundant accounts, and aligning your cash flow with your objectives.
STEP FIVE
Accountability
We understand that life can be hectic, and it's common to overlook important tasks. To prevent this from happening, we have included this step in our process to guarantee the implementation of your financial plan. We will follow up with you regularly and schedule meetings as needed to ensure that you feel secure and confident about your financial plan as you move forward.
STEP SIX
Ongoing Planning
We will schedule bi-annual meetings with you to review and update your financial plan, assess your investment performance, and make adjustments if required. These meetings will also allow us to monitor your progress toward your financial goals and answer any questions you may have. Additionally, we will arrange meetings to discuss significant life events such as purchasing a home, changing jobs, or starting a family as needed.