Our Process
Your Path to Financial Clarity
Your financial journey is unique, and our process is designed to provide clear, personalized guidance at every step.
We prioritize open communication, collaboration, and a tailored approach that addresses your specific needs and goals.
step 1
Discovery Meeting
We learn about your current situation, challenges, and long-term vision, asking targeted questions to understand your values and financial picture.
- Understanding your current situation, challenges and vision
- Building a comprehensive mind-map of your values, goals and priorities
- Focused on meaningful conversation
step 2
Vision Plan Meeting
Analyzing your financial documents to create a plan that aligns with your goals.
- Deep dive into your financial picture
- Detailed review of documentation and goals
- Creating a clear picture of your ideal future
step 3
Investment & Road Map Meeting
Presenting of your personalized Lions Wealth Vision Plan, complete with a net worth statement, portfolio recommendations, and actionable wealth management steps.
- Presentation of your personalized Lions Wealth Vision Plan
- Specific recommendations and wealth management action steps
- A clear implementation strategy with specific target dates
step 4
Mutual Commitment & Implementation
Collaborating to implement your plan, offering ongoing support and adjustments as needed.
- Coordinated execution of your personalized plan
- Introduction & Integration with our Lions Wealth Professional Network of experts.
- Regular progress reviews and adjustments
step 5
Ongoing Support
Efficient, regular and meaningful interaction is the key to long-term success and staying on track.
- Scheduled regular progress meetings
- Professional network coordination with CPAs, attorneys, etc.
- Proactive planning and updates
