Our Process

A Comprehensive Approach

At Wagner & Associates, we understand the complexities of creating a financial roadmap.  We are committed to helping you navigate through lifestyle changes, listening to your concerns and questions, and developing strategies that align with you personally. We follow a comprehensive process that starts with an open conversation.

During our first meeting, we serve as a listener, allowing you to voice your questions, concerns, fears, hopes, and dreams. We take the time to learn about you and your objectives, as well as your financial situation and history. During this fact finding session, we learn about your investing history to determine your risk and time horizon.

Once we understand where you currently are and where you want to be in the future, we develop a strategy we believe can serve as a roadmap. By thoroughly explaining our recommendations, we strive to help you understand all elements of our developed strategies. We believe that by understanding your financial plan of action, you can make more informed decisions, take an active role in pursuing your goals, and feel more confident in your future.

After we implement the strategies agreed upon, we continually monitor and make any necessary adjustments, based on personal or economic changes. We also meet with you and provide updates on a regular basis, based on your preferred level of communication.

Our process, from start to finish, focuses on listening. We strive to meet the needs of our clients by working closely with them and staying in close contact through the years.