Our Process

With over 30 years of experience, we've perfected our process to help you feel confident. Here’s our straightforward 5-step journey getting to know Wela and what happens after you become a valued client.

Let's Talk

Digital Form
1-3 Minutes

Answer a few simple questions from our Let's Talk Form
Self Schedule a Preliminary Chat

Let's Talk

Preliminary Chat

On Zoom
30 minutes

Answer your initial questions
Confirm your top reasons for seeking guidance
Explain our straightforward process
Discuss the next steps in working together

Discovery Meeting

In Person or Zoom
45-60 Minutes

Know your financial goals, pain points, and behaviors
Collect all financial and emotional data needed to build your financial plan
Review our service offerings, pricing, and next steps

Plan Presentation

In Person or Zoom
45-60 Minutes

Present your personal financial plan and our recommendations
Review your top financial strengths, weaknesses, and opportunities
Offer our proposal for how we can best partner together
Take your time deciding if you want to work with us

You're a Wela Client

1-30 days

Sign any necessary client and/or transfer forms
Provide the resources you need for a successful partnership
Feel welcomed, informed, educated, and excited
Have confidence in what to expect going forward

Ongoing Client Service

Take a look at our ongoing client service and commitments

90 Day Review

We ensure our relationship, services, and expectations are perfectly aligned; and you have all the support and resources you need from us.

Six Month Check Ins

Every six months, we touch base to ensure you have everything you need and confirm our partnership is working as intended

Annual Reviews

Each year, we conduct an in-depth review of your financial plan and investments, making updates and adjustments as needed to keep you on track.

Unlimited Support

When life happens, we're here for you.
Emails, phone calls, Zoom or In Person Meeting. Whatever it is, we're here to support you.

Education

- Blog Posts
- Financial Planning & Investment Newsletters
- Annual State of the Company Addresses

Engagement

Unique Client Events include:
- Ladies Valentine Lunch
- Spring Cleaning Shred Event
- Summer Investment Luncheon
- Annual Client Appreciation Night
- Client Feedback Survey