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Our Process

A Process Placing You at the Center

From the moment we meet, our team at Nichols Financial Strategies works closely with you to discover your biggest challenges, gain a full view of your financial future, make recommendations that align with your vision, and help implement the course of action that will take there. Our detail-oriented diligence allows us to customize a plan specific to your needs and even uncover things you might have missed that may impact your life.

Through our four-step Wealth CARE Solution™ planning process, we’re able address your short-term and long-term financial goals by examining every phase of your life and all seasons of wealth.

Step 1: DISCOVER

We spend time getting to know you and ask a series of forward-thinking, in-depth questions to learn about your goals, concerns, family values, and risk tolerance.

Step 2: RECOMMEND

We present you with a detailed, customized plan outlining the strategies we recommend, which may incorporate retirement planning, risk management, estate planning, small business planning and charitable giving. This plan provides clarity for your financial future and is the foundation for the ongoing management and monitoring of your investment portfolio.

Step 3: EXECUTE

Based on your needs and preferences, we meet with you regularly to keep your plan on track. We also make adjustments, when necessary, as the markets fluctuate or your personal or family circumstances change.

Step 4: COLLABORATE

As we help you grow and preserve your hard-earned wealth, we collaborate with our experienced network of committed financial professionals (CPAs, attorneys, and other strategic partners) to address the specifics of building your estate plan and legacy.

This innovative four-step solution helps us efficiently collect and analyze your financial data, enhance goal planning and measurement, and track progress against your goals on an ongoing basis. It also provides you with a comprehensive view of your financial picture, no matter where you are or where your assets sit. It can help you consolidate and integrate the various areas of your financial life in real time, and can provide paper-based or electronic reports that can be viewed 24/7.

 

Learn More About Wealth Care™