WJWright Financial Services utilizes a systematic life planning approach.
Our planning process is a methodical four-step process that we have implemented for clients with wide-ranging experiences and financial goals. This life-waypoint approach to planning seeks to reflect all your priorities and specific life circumstances throughout four key planning stages:
 |
ORGANIZE - Before we get down to numbers we will talk about the things that are most important to you. We will ask lots of questions about the dreams and goals you have for yourself and your loved ones. We will also ask you about your past experiences with money and planning. With this information we can detail what you have accomplished in terms of saving and planning. |
 |
FORMALIZE - Based on what we discuss in the organizational phase, we will assess your personal situation and gauge where you are relative to your life goals and priorities. We will also consider what what gaps exist and the financial implications in order to reach each of your goals. In turn, we will discuss the framework for a personalized plan. |
 |
IMPLEMENT - During the implementation phase we will construct specific strategies which will help you pursue your financial goals as well as seek to help close gaps in your financial plan. A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. |
 |
MONITOR - Life happens and events large or small can change everything in your financial plan. The monitoring stage incorporates tracking systems to keep your plan on target. We will help you plan for the unexpected and help you embrace change when needed while adjusting your plan over time, as necessary. |
A critical aspect of our investment process is moving it from written scratch pad notes to a plan that can be tracked and continually evaluated. No strategy assures success or protects against loss.
Next>> Services We Provide | Investment Strategies |
