Our Process

It Starts with You.

At Equity Wealth Solutions, our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. As your life changes, we'll adjust your plan, so it better aligns with your new path.

We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, but can also reduce the impact of a sudden loss of income from a variety of factors including critical illness and the onset of disability.

How do we start the process?

INTRODUCTORY MEETING: In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have or foresee. We'll also mutually establish what your expectations are for us, and if an ongoing relationship is the right fit.
EXPLORATION & PRELIMINARY PLANNING: After our first meeting, we'll take a closer look at your current financial picture. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed and effective our plan will be.
DETAILED PLANNING: Now that we have a foundation, we can deliver an easy-to-follow roadmap as guidance towards your financial goals. This plan is designed to address the areas that are most important to you, and outline the steps needed to conquer potential obstacles.
ONGOING SUPPORT & ADVICE: Life is constantly changing, and your goals will be too. When new priorities lead you towards different approaches to savings, wealth management, and risk management, we'll be here to modify your plan, so it transitions with you. We regularly meet with you to monitor your progress, to evaluate the plan, and to help ensure that the plan is aligned with your goals.

Let's Get Started

If you believe you could benefit from working with us, let’s review your portfolio, financial
trajectory, and goals. We look forward to meeting with you.

Schedule A Consultation