OUR PLANNING PROCESS


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Gathering Data

Gathering your financial data is crucial to be able to provide you with the most effective plan to fit your goals and needs. Every detail plays a significant role. Without a full comprehensive plan, it will make it harder to move forward.

 
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Develop Your
Personal Strategy

Upon evaluation of the information you share, we construct a selection of customized strategies and offer recommendations we believe align with your goals and needs.

 
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mONITOR & REVIEW
YOUR PROGRESS

We maintain consistent communication with you as we carefully track your portfolio and make any necessary adjustments along the way.

Identify Your
Goals & Objectives

We take time to learn about you and your family, so we can evaluate your current and extended needs, risk tolerance and future goals.

 
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Analyzing & Evaluating Your Financial Status

This step is to take your data back to our drawing board to discuss and analyze your information and your current situation.

 
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Implement Your Plan

After careful consideration, you decide the best approach to take and we put your personalized plan into action.

 
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THE FUTURE OF
FINANCE IS PERSONAL

At Provisions Wealth Planners, we believe that personal finance should be just that – personal. 
Strategies for the challenges you face should reflect your goals, values and needs – not someone else’s.
Yet, determining where to find the personalized guidance you seek and who to trust to provide the advice that best meets your needs is more difficult than ever. That’s because:

Some financial planning firms encourage clients to purchase a full written plan before offering advice. 
[In some cases, we believe you don't need to purchase a full comprehensive financial plan. The clients situation will dictate the need and level of planning necessary.]

Some advisors are under pressure to recommend proprietary investment products that may not always be the best strategy for your needs. 
[We don’t offer any proprietary products.]

Some financial service firms often drive clients to an impersonal call center and representatives who don’t know you and may not be equipped to address your complex needs.
 [We focus on getting to know you on a personal level as we seek to deliver service that exceeds your expectations.]

This is where Provisions Wealth Planners can make a real difference for individuals, families and business owners seeking wealth planning services tailored to their specific needs:

At Provisions Wealth Planners, our motto is servicing our clients first. Our goal is to provide you with everything you need – and nothing you don’t – as you pursue your personal financial goals and independence.
 

FIDUCIARY SERVICES

Provisions Wealth Planners acts as a fiduciary in many of our client relationships. A fiduciary is any person or institution who has the power to act on behalf of another in situations that require great trust, honesty and loyalty. When acting in a role of fiduciary, we are bound to act in your best interests and must set aside our own personal motives in favor of you.

  Our fiduciary responsibilities cover all of our client advisory accounts under our Registered Investment Advisory firm, Advisors' Pride, DBA Provisions Wealth Planners. Also covered under the fiduciary responsibilities are all of our individual retirement accounts as well as all of the company sponsored retirement plans in which we are the named financial advisor.

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