Achieve Financial Clarity with Our 3T Process | Prominent Peak Wealth Management

3T PROCESS

3T Process

We’ve developed a disciplined, holistic process that allows us to provide you with a clear picture of your financial circumstances. We call this our 3T Process—Together Towards Tomorrow—and each step is designed to help us discover your needs, chart a course to your goals, and adapt to keep you on the right path.

3T PROCESS

STEP 1: DISCOVER

This free consultation is a low-pressure, commitment-free opportunity to get to know one another. We identify your goals, needs, and any special concerns or challenges related to your circumstances. When the meeting is over, we encourage you to take a few days to consider what we’ve discussed and determine if you think we’re a good fit for your needs—and we’ll do the same.

STEP 2: ANALYZE

If we both decide that we’d like to pursue a partnership, we’ll truly begin working together towards tomorrow. After establishing your unique needs and goals, we’ll gather copies of pertinent financial documents and other important information to help us determine your risk tolerance, time horizon, and liquidity needs.

STEP 3: CREATE

With our analysis complete and an allocation strategy outlined, we’ll now create your personalized plan or proposal to help you reach your goals. Whether it’s a comprehensive financial plan or a narrower scope of financial services, we’ll find a 3T plan that moves you towards your goals. Your plan will include clear action steps and our recommendations to help you succeed.

STEP 4: IMPLEMENT

Once we’ve fleshed out your plan, we’ll go over it with you in detail. We’ll help you to understand the steps in your strategy, why we’ve selected certain products and services, and how those choices will benefit you. If there’s anything you want to alter, we’ll work on that together until we’ve developed a plan that you feel meets your needs. Once you’ve approved it, we’ll implement your strategy by selecting the appropriate tools and resources, completing applicable documents, and developing a schedule for regular contact with our team regarding your account.

STEP 5: MONITOR

At Prominent Peak, we’re in it for the long haul. We don’t set your plan in motion, then send you on your way. We constantly monitor your plan and investments, adjusting things as needed. If an investment is underperforming, we’ll make a change. If something changes in your life, we’ll alter your plan to meet your new needs. With us, you have peace of mind that your finances are always in capable hands.*

A Team of Professionals at Your Back

With many financial advisors, you’re assigned to a single advisor who manages your account. At Prominent Peak Wealth Management, we take a team-focused approach that allows us to leverage our entire team’s knowledge and experience to your benefit. We play to each other’s strengths, offering each other essential support and giving you the expertise of every advisor in our office.

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