At LA Wealth Management, we believe financial planning should feel organized, intentional, and collaborative.
Our step-by-step process ensures you always know what to expect — and where you’re headed next.
Introductory Meeting
This initial meeting is for prospective clients to learn about the firm, sign a financial planning agreement, receive a document upload list, get access to the client portal, and schedule the first planning meeting.
Meeting 1: Fact Finding & Goal Setting
This meeting focuses on in-depth fact-finding, reviewing existing accounts, analyzing budget and cash flow, and setting financial goals.
Meeting 2: Financial Planning & Implementation
Here, the firm reviews existing plans, discusses a preliminary financial plan and recommendations, determines which accounts need to be opened or consolidated, outlines how to fund accounts, and assigns tasks with a timeline for implementation.
Meeting 3: Recap
The objective of this meeting is for clients to feel organized and confident. It involves reviewing accounts, confirming account openings and beneficiaries, getting updates on outstanding items, reviewing online account access, and scheduling optional follow-up time.
Ongoing: Maintaining the Plan
This final stage involves ongoing maintenance of the financial plan, with annual (summer) or semi-annual (spring and fall) meetings arranged based on client needs and complexity to update goals and plans as needed.
Your financial future starts with a single conversation. Reach out today and let us help you find clarity, build confidence, and create a plan that truly supports your life.