Our Process

Our business is built on a foundation of thoughtful client relationships.

We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. At SYV Wealth Advisors, we use the CFP Board's Six Steps of Financial Planning as a foundation for our process.  That process will incorporate a very user friendly one page visual of your entire financial picture, an AssetMap. Check out the short video below for a sample and how we can help you simplify and navigate the future you envision.

Introductory Meeting

Introductory Meeting

Together, we'll dive into your financial picture, including goals, current financial situation, risk tolerance, circumstances that could impact your objectives, healthcare considerations, and significant future expenses. 

We'll work together to identify your short and long-term personal and financial goals to ensure the plan we create meets the needs of your current situation as well as your long-term objectives.

Plan Development 

Plan Development 

From here, we analyze your current course of action and identify potential alternative measures based on our discussions and your needs.

We will creat a plan that includes one or more recommendations designed to meet discussed goals.

Implement Agreed Upon Plan

Implement Agreed Upon Plan

After we determine the right strategy, time to start putting the wheels in motion. Assessing your plan's progress and adjusting over time as your needs change will also be essential, so we'll have regular check-ins to ensure you're on the right track and make any adjustments necessary based on life changes, market, or economic trends.

Our ultimate goal is to keep your financial objectives on track while considering your lifestyle, health, and future.

Take the First Step