Our Process
"Financial counsel without understanding the context of one's broader wealth and well-being is like driving directions without knowing the starting point."
2. Connect for the WellthMap Process
When it makes sense to do so, we will connect for the in-depth WellthMap Process.
During this visit we will discuss how WellthPartner might help lift burdens and help you thrive.
In the context of your overall well-being, we will focus on the financial dimension of your 'wellth' and help you find clarity specific to your cash flow planning, asset structures, and investment architectures.
There is no 'ask' during this appointment. We simply intend to ensure you feel your time spent with us was of great value. You will receive a summary of the appointment along with all the data reviewed at no charge.
There currently is no charge for The WellthMap Process. We find as much value in the process as prospective clients, as the meeting allows us to continue curating our client community.
1. Reach Out!
Contact us to set a convenient time for a 15- minute initial call with a Wellth Coordinator.
On this call you can have questions answered and potentially schedule a visit.
The 'Intro to Patrick' link below offers good insight into the first step in our typical process.
Or you can click the 'Contact Us' link above.
3. Relationship
When The WellthMap Process suggests a longer-term relationship might make sense, we explore that possibility with further conversation.
The core of our relationship philosophy is rooted in how we serve clients - as fiduciaries. We are voluntarily legally bound to only make recommendations that are in line with our clients' best interests - at the time of engagement, and on an ongoing basis.
In order to offer counsel of this nature, we seek relationship with our clients - not 'account numbers'.
4. Partner
When we partner with clients, we bring an absolute commitment to their peace and expansion, including best of class counsel and resources.
We begin by tending to the financial dimension of well-being with tactical excellence, then explore the other dimensions of well-being which the client might be inclined to lean into.
Our relationships with clients are treasured, with many extending over decades. We count it a tremendous pleasure and privilege to serve our client community. And we celebrate the wisdom, kindness and desire for expansion represented within it. Our relationships are partnerships.
If this summary and tone of our process and thesis resonates with you, we hope you will reach out. It is always great to connect with new folks - and who knows, it might be the start of something great!
