Perhaps you’ve never worked with a financial planner before and need clarity on the financial planning process. The steps below are what you can expect from Provider Wealth Management.

Step 1: Establish and define the client relationship
Our first meeting will be to get to know you, your goals, and values.

Step 2: Data gathering
We will begin gathering all pertinent data and sign documents to get started on the financial plan.

Step 3: Analyze and Evaluate your Financial Status
We will help create an eMoney account for you to link your accounts so you will have real-time access to your financial portfolio.

Step 4: Develop and present financial planning recommendations
We will create and deliver a financial plan for you based on your goals and objectives.

Step 5: Implement Financial Plan Recommendation
Based on your responses to our recommended plan we will update the plan, establish investment and insurance accounts, and lay out steps to accomplish before our next review.

Step 6: Review the Plan
We will frequently review your plan to ensure we are working toward financial success and goal achievement. We will schedule annual and semi-annual reviews with you to make certain we are staying on track.