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Getting Started
With San Diego Tax & Wealth Management

Thinking About Money Can Be Overwhelming 

We Make It Easy

At its worst, our finances can cause immense stress. We believe that your money should be a source of stability and ongoing reward in your life. Our process is a direct reflection of this belief. We follow a straightforward framework, guiding you through every step to implement your strategies and bring your goals to fruition.

Step One

Establish a Foundation

In our first stages together, we’ll share with you more about our financial planning services, our approach, and what the rest of our process looks like. You’ll be able to ask us any questions you have, and we look forward to learning more about your circumstances.

Step Two

Define Goals & Gather Data

We’ll get to know all about your current financial situation, and together we’ll define priorities, goals and timeframes for your plan. We will also ask you to provide us with documents and account information so we can get a full understanding of your wealth picture.

Step Three

Analyze and Review

Our team will evaluate all aspects of your financial situation and will compare it against the goals and priorities we’ve laid out.

Step Four

Develop & Present Recommendations

After coming up with recommendations based on our in-depth analysis, we will present them to you and will take you through the implications of, and reasoning behind, each.

Step Five

Implement Strategies

Once we’ve finalized your strategies, we will put various elements of your plan into action, and you’ll be prepared with any steps to take on your end.

Step Six

Regularly Review

Over time, we’ll revisit your plan. Through regular reviews throughout the year, we’ll discuss your progress, talk through any life changes, and make adjustments to your strategy accordingly.

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Nourishing Your Financial Life Through an Ongoing Relationship

We strive to meet the unique investment needs of those looking for a close personal relationship with their advisor. Whether you’re facing a financial decision or are experiencing a life hurdle, our team is here to celebrate with you when things go well — and guide you through new territory when life inevitably changes.

We’d Love to Know What’s on Your Mind

Our team is here for you and eager to address your financial questions and concerns. If you have a few questions or want to know more about how we can help, reach out.

Start the Conversation

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