Our Process

After meeting with clients for decades, we've refined our process to help you feel confident. Here is our straightforward 5-step process of what it looks like getting to know Wela and what happens after becoming a client.

Let's Talk

Digital Form
1-3 Minutes

Answer a few simple questions from our Let's Talk Form
Upon completion, you can schedule your preliminary chat with one of our CFP's®
We will reach out to you within one business day to set up a preliminary chat if you didn't self schedule

Let's Talk

Preliminary Chat

On Zoom
20 - 30 minutes

Reconfirm your top reasons for seeking guidance
Answer your initial questions
Explain our straightforward process
Discuss our next steps if we both feel there may be value working together

Discovery Meeting

In Person or Zoom
45-60 Minutes

Understand your top financial and emotional reasons for seeking help
Collect all needed data to build your personalized financial plan
Know your financial goals, pain points, and what success looks like for you
Review our next steps, services, and pricing

Plan Presentation

In Person or Zoom
45-60 Minutes

Present your tailor-built, goal driven financial plan
Show our recommendations based on your specific situation
Offer our proposal for how we can partner together to improve your financial landscape
Take your time deciding if we should partner together OR if you will self-implement

You're a Wela Client

1-30 days
Serving clients locally and nationwide

Sign any necessary client, compliance, and transfer forms
Provide you with all resources you need for a confident and successful partnership
Feel welcomed, informed, and educated
Know what it means to be a Wela Client and what to expect going forward