Our Strategic Process


The first step in crafting a plan that makes your financial goals attainable is the development of these goals. Our process begins with assessing who you are financially today. At most firms where you are financially equates to what you have, not at Wealth Our Way. Our intake process allows us to interact with you in a transparent way, free from conflicts of interest. There is no sales motivation driving our process, you are the process.

Our Five Step Strategic Process

Start Your Journey!

Thank you!
Oops!