Our process

The Pink Wealth Management Group

 

Informal interview

By discussing where you are and where you want to be, we seek to identify how we may help and determine if we are a good fit to work together. We then review your current financial situation, seeking to learn your goals and dreams, and discuss what concerns you may have about achieving them.

Strategy meeting

Based on the results from our research and analysis, we discuss what changes are needed to reach your goals. This process is the foundation of your plan.

Implementation

We put your plan into action by working together, helping you get where you want to go.

Review

As the most important part of the process, we strive for regular communication to keep you up to date and informed. When your life or the world around you changes, we determine how those changes impact your plan and make adjustments whenever necessary.