The Stone Wealth Management process is a structured framework for determining your current financial situation and long-term goals, analyzing and mitigating risk, developing plans and strategies, implementing those strategies, and regularly monitoring progress.

Sam Process3

During the Discovery Phase, we will discuss some of the following topics:

  • Investment Analysis
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Risk Management
  • Life Events
  • Other Services

We’ll use this data to develop a Total Client Profile in which we fully understand everything that’s important to you and everything that has an impact on your financial planning picture.

We’ll then develop a full Advanced Plan Action List which visually shows all of your specific values and the progress towards each of those goals. This is a living and breathing document we update as we check in throughout the year on how we’re advancing towards your individual goals.

Sample Total Client Profile diagram from Stone Wealth Management in Austin, TX

Sample Advanced Plan Action List from Stone Wealth Management in Austin, TX

Everything We Do, We Do For You. As a fee-only, independent Fiduciary firm – we’ve got only your best interest at heart and are passionate about helping our clients make the best financial decisions to achieve their long-term goals and needs.

Our Wealth Management Process begins with a complimentary initial phone consultation. Give us a call at 512-469-9152 today to set up your appointment today!