Our Process

Process Graphic

 

 

The Right Fit Meeting™

Designed as an opportunity to discover and clarify your goals and objectives. In addition, we want to find out what in your financial life is keeping you up at night. At the conclusion of the meeting we will determine if this is a “right fit” for you and Owen Wealth & Retirement Strategies.

The Discovery/Document Phase

For review of the important documents that you have provided and look at the “who, what, when, where, why and how” of the numbers and plans.

The Protection, Security and Investment
Review Phase

What you have done to protect your most valuable assets, including your ability to provide for you and your family, your savings for emergencies and how you have invested your excess capital for future use?

The Strategy Development Phase

This is where we bring together your goals and objectives and the projection of time on your current situation. From here we can help you make thoughtful financial decisions to help your goals and objectives become reality and ultimately help you to sleep better at night knowing you are on a path.

The Implementation and Execution Phase

The success of any plan depends on careful and thoughtful implementation. We help you implement the strategies we have chosen for your financial success. You may use our services or those of others.

Accountability is key here. Both on our end and yours.

The Accountability/Review Phase

As implementation happens we review its impact on the plan and consistently review and revise the goals and objectives. As you achieve your goals and objectives and newer ones come into view, we work together to integrate those goals into your plan. In addition we can look back at what we accomplished together.

 

 

Calculators