Guiding Your Wealth Journey

Our goal is to simplify your complex financial situation into a straightforward and actionable plan that we create together and proactively monitor and adjust over time as your life events dictate. 

1. Plan Your Goals

  • Discuss lifestyle and cash flow needs
  • Review insurance, taxes and Social Security
  • Create Personal Financial Profile
  • Complete MyWealthView™ analysis

2. Document Your Plan

  • Clarify how we will invest your assets
  • Align with your goals and risk tolerance
  • Define roles and responsibilities
  • Change as your life changes

3. Build Your Blueprint

  • Leverage our institutional-quality investment process
  • Develop road map for the transition of your accounts
  • Consolidate redundant accounts
  • Manage taxable assets in tax-efficient manner

4. Manage Your Financial Life

  • Meet regularly to discuss progress toward your goals
  • Adjust your plan as life’s events dictate
  • Actively manage your investments and rebalance when needed 
  • Coordinate with your other advisors on ongoing basis

Contact an SBH wealth advisor to learn more.