Broker Check

Our Process

Complimentary Introduction

This serves as a time to get to know one another and ensure that our philosophies are in line with each other. Getting to know you better and what your goals and concerns are is our first priority, but we also want you to completely understand our firm and our processes. We will spend time explaining how we operate, the services to be provided, defining our responsibilities as well as yours, how we will be paid and by whom, and answer any other questions you may have.

Working With Elevate Wealth Management


The first step in our process is to ensure we have a full understanding of your current financial picture, short-term and long-term goals, investment experience, and risk tolerance. With this information, we can proceed with developing your personalized financial plan and/or managing your investments.


Next, we will begin the process of designing your customized wealth management plan, including our recommendations for your comprehensive financial plan and investments. During this time, we will present our recommendations to you, listen to your feedback, answer any questions you may have, and create an outline of next steps.


Once we have reached a mutual agreement on the recommendations, we will begin the process of executing your plan. This phase may include opening investment accounts, transferring any current accounts to our firm and/or working on outstanding action items per your financial plan. This step may also include collaborating with your other industry professionals, such as an accountant and lawyer.


Financial planning and investment management is an active and long-term process. We will consistently monitor your progress toward achieving your financial goals. We accomplish this by providing ongoing and regular updates of your investments as well as scheduled times to review your overall planning and objectives.