Broker Check

Our Process

1. Discovery Meeting

The first step in our process is the part of the process that we enjoy the most because we simply have a conversation to learn more about each other and share some experiences. This time is designed to answer your questions, build rapport, and understand your financial objectives, both short-term and long-term, to create a customized financial plan that is tailored to your specific needs and circumstances.

2. Data & Analysis

Once you decide to move forward with our firm, we will send you an onboarding email with next steps and a link to your secure portal. This secure portal will save your financial data and Wright Time Financial will schedule a meeting to ensure we have all your data documented properly and to prioritize your objectives.

3. Develop a Plan

We will craft a custom plan in alignment with your personal and financial goals. We’ll go over our recommendations in detail with you and will establish a financial plan together.

4. Implementation Phase

Wright Time Financial will work together to put your plan into place, setting up all accounts and collaborating with your financial team, if necessary.

5. Ongoing Evaluation

We proactively monitor your progress and will be communicating with you on a regular basis. As a client of ours, you always have ongoing access to us to discuss any evolving circumstances.