A specialist visit in the medical realm is like seeking out a financial advisor with expertise in a specific area of finance.
Just as you might visit a cardiologist for heart-related concerns or a neurologist for issues with the nervous system, you might consult with a financial specialist for matters like estate planning, tax optimization, or investment strategies tailored to your profession.
This specialist has in-depth knowledge and experience in their field, allowing them to provide targeted advice and solutions to address your specific financial needs or goals.
When it’s not the right time for a full health exam or time is of the essence, our Precision-based service address urgent needs and focuses on solving what's top of mind.
If you are asking: “Can you help me figure out x?” or “Can you provide another look at x?” this is the right solution for you.
Key Milestones
(30 MINUTES)
INTRODUCTION
In our initial meeting, we diagnose the wound/pain point and a follow-up treatment meeting to provide immediate relief.
(90 MINUTES)
FINANCIAL DIAGNOSIS: YOUR FISCAL VITAL SIGN
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.
(1-2 WEEKS)
INTAKE
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.
(1-2 WEEKS)
DIAGNOSIS & ANALYSIS
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.
(1-2 WEEKS)
TREATMENT PLAN REVIEW
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.
(2-10 MONTHS)
TREATMENT IMPLEMENTATION
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.