In our initial meeting, we diagnose the wound/pain point and a follow-up treatment meeting to provide immediate relief.

In our next meeting, we’ll conduct a thorough examination of your financial health, using our expertise like a skilled surgeon with a financial stethoscope. We’ll listen closely to your aspirations and concerns, gather key information, and determine how best to proceed to build a solid foundation for your financial future.

Welcome to PWS! To provide the best care, we need to gather your financial health records—things like account statements, estate plans, insurance policies, and financial statements. These documents will help us assess your financial health and set the stage for your personalized treatment plan.

Once we’ve reviewed your financial records, our team will carefully examine your overall financial health, just like a doctor analyzing test results. We’ll identify any financial risks or gaps and then craft a tailored plan to address them. If you’re in our full Financial Planning Engagement, you’ll receive a concierge treatment plan to ensure long-term financial wellness.

In this phase, we’ll meet to discuss the diagnosis and go over the treatment plan. Similar to a doctor explaining your care options, we’ll walk through the steps to address your financial goals, ensuring you fully understand and feel comfortable with the plan we’ve developed.

With your approval, we’ll begin implementing your financial treatment plan. Just like ongoing follow-up visits with your doctor, we’ll hold regular check-ups to monitor your progress, adjust as needed, and ensure your financial health stays on track, adapting to any life changes or market shifts.