OUR PROCESS

We believe your financial decisions should be influenced by personal convictions, passions and values. At Constitution Wealth, we’re passionate about aligning your money with your values. Together we’ll create a financial plan based on values so you reap the benefits for years to come.

1. INITIAL DISCOVERY

Our first conversation will be casual and focused on discovering your traditional, family focused core values. We want to know what’s important to you, no preparation required.

2. KICKOFF

By this point, you and your accounts will be integrated with Constitution Wealth and we will begin aligning your money with your values. We’ll show you where your finances are at now, as well as where we plan to have them based on your goals. We’ll also suggest ways to invest in the projects you’re passionate about while still growing your portfolio. At this step, you’ll officially be a client of Constitution Wealth!

3. REGULAR PROGRESS

Now that we’ve laid a foundation and established a relationship built on trust and mutual values, we’ll begin to tackle advanced planning. We will look at opportunities like estate and tax planning, asset protection and potential charitable giving strategies, all based on your family oriented values and goals. We’ll also be working alongside your team of allied professionals like attorneys and CPAs to maximize your financial portfolio in a way that you’ll be proud of for years to come.

We’ll repeat this process every quarter as we continue to tackle advanced planning opportunities and monitor the progress towards your goals.

OUR PROCESS

TAKE CHARGE OF YOUR WEALTH MANAGEMENT

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