OUR PROCESS

Discovery 

In our complimentary introductory meeting we want to get to know you, your goals, and your dreams. It’s not all about dollars and cents. Our goal is to help you to live your life to the fullest by alleviating financial stress. Together, we will look at where you are now and identify the gaps that exist between there and where you want to be.

 

Design 

With a knowledge of your unique goals we will create a personalized financial plan to help your goals become your reality. Our goal is to design a plan that will help facilitate wise choices today and tomorrow. Sustainability is at the core of our culture and our plans are designed to reflect your goals and dreams.

 

Implementation 

With your new personalized financial plan, it’s time to implement it in your life. We will be here every step of the way to answer questions. Although we do the heavy lifting and CWM we do not just hand you a stack of papers that outline your financial plan. We make sure you understand why we are recommending that you do what we recommend.

 

Maintain/Live 

We are here for you from the moment we first meet. Not only can you reach out to us with questions but you can expect that we will reach out to you to make sure you are comfortable with the direction that you are headed. As life goes on transitions and change are inevitable some we plan for such as retirement, Social Security, and Medicare others are unforeseeable. At Colton Wealth Management, we are with you for the long-term rest assured that no matter what life throws at you together we will create a plan to adjust for your unique situation.

Fee-only, experienced, fiduciaries.

Our services range from financial planning to personal investment strategies specializing in comprehensive wealth management.

We look forward to helping your realize your financial goals.

 

WHO WE WORK WITH

 

OUR PHILOSOPHY

Contact Us Today