Getting to know you is perhaps the most underrated step in the financial world. In order to properly advise, Ledge Wealth must fully understand your purpose, timelines and goals.
Our main objective is to keep the wealth management process as simple as possible. We want to make sure that you are playing an active role as we build, refine, and improve your financial plan. Together we will manage risk and make sound financial decisions.
Much of the industry skips over this area as briskly as possible as if getting to know you is a regulatory step or a box that needs checking. We pride ourselves in placing emphasis on this part of the process, and often this means helping you discover the real purpose for your wealth.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel comfortable and confident in your decisions.
We will cover the following major areas of planning as defined by the Certified Financial Planner® Curriculum.
• Tax management
• Investment management
• Retirement strategies
• Estate conservation
• Risk Management
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. Helping you execute and manage your vision for your financial wellbeing is a fundamental tenant of our service.