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
  • We will reach out in one business day or less to set up a preliminary chat
Let's Talk

Preliminary Chat

On Zoom
30 minutes

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

Discovery Meeting

In Person or Zoom
45-60 Minutes

  • Know your financial goals, pain points, financial behaviors, and what success looks like for you
  • Collect all financial and emotional data needed data to build your personalized financial plan
  • Review our service offerings, pricing, and next steps

Plan Presentation

In Person or Zoom
45-60 Minutes

  • Present your tailor-built financial plan and our recommendations
  • Review your financial strengths, weaknesses, and opportunities
  • Offer our proposal for how we can best partner together
  • Take your time and decide if you want to partner and 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. It may just be a quick email or a phone call, or you may need a more in depth Zoom or In Person Meeting. Whatever it is, we're here to support you.

Education

We empower our clients with knowledge through:
- Weekly Blog Posts
- Monthly Financial Planning Newsletters
- Quarterly Investment Updates
- Annual State of the Company Addresses

Engagement

Our client engagement includes:
- Ladies Valentine Lunch
- Spring Cleaning Shred Event
- Summer Investment Luncheon
- Annual Client Appreciation Night
- Client Feedback Survey

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Legal
Privacy Policy
Disclosures
Form ADV
Form CRS

Brent Forrest & Associates, LLC. dba Wela Financial Advisory (Wela) is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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Wela Financial Advisory
366 W Sunset Rd, Building 4
San Antonio, TX 78209
210-530-9599
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