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.
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.
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!