A Process Tailored to You
One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter solutions or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we’re privileged to serve.
Step 1
Explore
We begin our process by getting to know you—conducting intentional conversations about your values, dreams, concerns, and desires. Our goal is to gain a deep, meaningful understanding of what’s most important to you so we can help you align your wealth accordingly. We’ll review your specific financial situation, and together we’ll explore all the possibilities available to you.
Step 2
Embark
Once we know who you are and where you want to go, we’ll create a comprehensive plan to help you manage your wealth with purpose and confidence. We’ll present specific strategies to help you protect your wealth, capitalize on opportunities, and move intentionally toward your goals. From there, we’ll answer any questions you have, fine-tune your plan as needed, and help you implement each strategy according to your priorities.
Step 3
Empower
As we work together, we equip you with valuable knowledge and world-class resources, and instill genuine confidence about your wealth. We spend time educating you, offering insight about the current economy and how it relates to your goals, and providing proactive guidance as your life evolves. So no matter where you are or where you’re going, we’ll be there to answer questions, provide support, and help you boldly live your best life.
Contact
Office: (307) 764-3711
Text: (307) 456-7708
Trish@mainsfinancialws.com
Autourina@mainsfinancialws.com
