Our Process

Our fee-based financial planning process focuses on pursuing your long-range goals. Once a plan is in place, we continue to monitor and make adjustments to your plan to help you stay on your desired course.

 
 

Our Approach to Financial Planning

At Stangier Wealth Management, we engage in holistic financial planning with our clients. Throughout our process, we take the time to listen to your needs and concerns. We take into account your entire financial picture for all of our recommendations. By taking the time to really get to know you and what’s important to you, we can provide you with guidance and advice that is a right fit.

Many advisors think of financial planning as a one-time event. They prepare an elaborate plan, but fail to give it the ongoing attention it requires. We view financial planning as an ongoing process, taking on Critical Financial Events as they arise.

Critical Financial Events are anything and everything that pertains to and affects your finances either now or in the future. It could be retiring, planning for a child’s education, getting a raise or even losing a job. Some of these things we like to think about, others we don’t - but we still need to plan for them.

Critical Financial Events are sometimes predictable but are often random or unexpected. They always have a profound impact on peoples' lives. Let us help you plan and prepare for these events.

 

Our Services

We strive to provide access to services that are suitable to pursuing all of our clients’ financial needs. For services not listed below, we have also built trusted relationships with outside professionals that are experienced in assisting our clients.

The Financial consultant at Stangier Wealth Management offers access to the following services when developing a financial plan for our clients:

  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Investment Tax Planning
  • Insurance Planning
  • Business Planning
  • Investment Planning