Broker Check

Our Process

Implementing a personalized financial plan can be confusing: so many investment options, long-term life and care insurance considerations, legacy planning and preparing for a sustainable quality lifestyle. Determining the best ways to structure one's financial decisions as you identify a path to retirement is often a bit overwhelming. The Counsel Wealth Management process helps us create clarity and order; helping our clients eliminate their questions and concerns. This process begins with us listening to each client's individual goals. Together we establish a realistic plan and then help each client sustain and develop their plan as life events create a need to re-assess and adjust our course to and through retirement. The following is a summary of the Counsel Wealth Management Four Step Process:


  • Discover what is most important to you and to your loved ones
  • Identify the strengths and weaknesses of your current situation
  • Develop a clear picture of your short- and long-term and objectives


  • Assess where you are on your own journey toward financial independence
  • Begin to develop strategies for financial and estate plans customized to your needs


  • Present you with a customized plan designed specifically to meet your goals
  • Review the pros and cons of relevant financial tools and strategies
  • Initiate the steps to implement your agreed upon plan of action

Regular Reviews

  • Our client's Advisory team is available to you through regular, direct review meetings
  • Each Advisor will monitor your portfolio and adjust your plan to support your wishes and unforeseen life events
  • If you wish, your Advisory team can set-up automated real-time text messages about material changes to your portfolio
  • Our Advisory team is assigned to you as your long-term trusted wealth management support partner - insuring continuity with management of your plan