Proven Wealth Management Process
Embarking on your journey to genuine financial wealth starts with a success framework. Regardless of your perception of wealth, we're with you at every phase. Our Established Approach involves understanding you: your aspirations, objectives, requirements, and desires. With this insight, we create a tailored financial plan that evolves with your life's journey.
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Introduction
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Discovery
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Deep Dive
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Proposal
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Implementation
- 30 Day Check-in
- 90 Day Check-in
- Ongoing Expectations
- Yearly Check-in
- Semi-Annual Check-in
- Frequent Check-in
At Omega Squarred, our goal is to provide personalized and effective financial advisory services to each of our valued clients. We understand that every individual's financial situation is unique, and as such, we tailor our wealth management process to best suit your specific needs and goals.
Introduction
Meaningful changes start when you book a consultation. We'll pair you with an advisor dedicated to guiding you to freedom.
Discovery & Visioning
Your advisor will understand you and your situation personally, not just as a number. They'll grasp your aspirations and vision of freedom.
Document Deep Dive
Examining your life and finances thoroughly unveils your priorities and potential changes for getting closer to your freedom.
Personalized Proposal
By comprehending all your assets, financial and non-financial, we craft a customized wealth plan, your goal-oriented roadmap.
Plan Implementation
The process continues after crafting your plan. We constantly monitor and adapt it to life's shifts, ensuring your path to freedom remains smooth.
Your Journey, Your Confidence
Your financial well-being is our top priority. As you embark on your journey toward achieving your financial goals, we're here to provide you with the guidance and support you need to make informed decisions. To ensure a seamless transition into our services, we have designed a structured ongoing care approach that begins with an intial follow-up.
Ongoing Care
30-Day Strategy Check-In
Following the Initial Consultation, we emphasize the importance of a 30-Day Follow-Up Check-In. This check-in is designed to provide you with the opportunity to share your thoughts and questions that might have emerged since our initial meeting. We'll review the strategy we've developed together, clarify any aspects that need further discussion, and ensure you're comfortable with the direction we're taking. This follow-up ensures that we're continually aligned and that any adjustments can be made early in the process.
Ongoing Care
90-Day Strategy Check-In
Around the 90-day mark, we'll schedule a 90-Day Progress Review. This review is an opportunity to assess how your financial plan has been performing and to address any changes in your life or financial landscape that might impact your strategy. As we move forward, we'll establish a review schedule that caters to your individual needs, whether that's an annual review for stability or a more active schedule for dynamic circumstances.
Ongoing Care
Review Schedule
At Omega Squared, our goal is to provide personalized and effective financial advisory services to each of our valued clients. We understand that every individual's financial situation is unique, and as such, we tailor our meeting schedules to best suit your specific needs and goals.
Rest assured, our approach is always tailored to your specific requirements. During our initial consultation, we will discuss your financial goals, risk tolerance, and the level of engagement you desire. Based on this, we'll collaborate to determine the optimal review schedule for your financial plan. We understand that life is dynamic, and we are committed to being by your side every step of the way, ensuring your financial plan remains relevant, effective, and aligned with your aspirations.
If you ever experience changes in your circumstances that warrant an adjustment to our meeting schedule, please don't hesitate to reach out. Our priority is to provide you with the support and guidance you need to navigate your financial journey successfully.
Ongoing Care Through Life's Moments
At Our Financial Care, we understand that life is dynamic. We adapt your wealth management plan to align with your changing circumstances and objectives.
Life is a journey filled with milestones, challenges, and opportunities. At Our Financial Care, we're dedicated to providing you with ongoing support and guidance through every step of this journey.
Our Review Process
Ongoing Care
Connect with an Advisor
In just 15 minutes, we can get to know you – your situation, goals, and needs – and connect you with an advisor committed to helping you pursue true wealth.