7-Step
Wealth Management Planning

Our wealth management planning approach outlines the steps you need to take to achieve financial confidence and success.

A lack of planning can be costly. Our team is here to help you avoid loss of time and resources. Our 7-Step Formula is comprehensive and transparent. It provides a customized guide you can follow.

The seven steps below help us understand your unique financial situation to confidently plan your next financial move.

Step 1

Discovery

With our first meeting, we take the opportunity to determine what matters most to you and get to work helping you envision the path toward financial freedom.

Step 1

Step 2

Evaluation

Our goal is to evaluate your current and future goals while examining your risk levels and tolerance.

Step 2

Step 3

Planning

Gathering key information is the first step toward building your financial plan. During this stage, we will outline a proposed plan and make any necessary adjustments based on your feedback.

Step 3

Step 4

Strategy

After we have finalized the details of your financial plan, we will present our proposed strategies to you. To help you pursue your goals and objectives, we will provide an overview of your current financial situation, a summary of our strategies, and actionable items.

Step 4

Step 5

Implementation

We will begin implementing your plan when we agree on the outlined strategies. This
can include opening new accounts, adjusting investment risk, or coordinating with other professionals.

You can view and monitor your financial plan and personal accounts 24/7, 365 days a year. You will also receive plan documents.

Step 5

Step 6

Monitoring

Your plan will be monitored once it is active, and we encourage you to contact us with any
questions or life changes.

Step 6

Step 7

Adjust and Adapt

Staying informed of your financial status is of utmost importance to us in order to assist you in accomplishing your objectives.

Our daily portfolio monitoring, yearly/quarterly reviews,
periodic market updates, and portfolio adjustment ensure that progress is tracked and we are able to
alter our strategies as required, depending on the transforming economic backdrop.

Step 7

Note that altering a portfolio can lead to investors paying tax liabilities or transaction costs and cannot guarantee income or safeguard against losses. All investing involves risk, including the potential loss of capital. No approach guarantees success or immunity
from losses.

Turn Vision Into Reality

Ready For Step 1
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Investment advice offered through Integrated Financial Partners, doing business as Ovisto™ Wealth Management LLC, a registered investment advisor.
Click on the links for a copy of the firm’s ADV, Solicitor Disclosure Statement, or Client Relationship Summary.