The Independent Lifestyle Process – Our Integrated Wealth Management Plan
At Santori and Peters, our main objective is to help you make smart decisions about your money. To do so, we use a systematic process to determine what type of plan will help you target your goals. Our Independent Lifestyle Process is a step-by-step wealth management process delivered in three phases.
An in-depth assessment of your current financial situation, and financial risk profile. It helps us fully understand and make the most of your existing financial foundation.
We work closely
with you to help examine, refine, and discover the goals that are important to you. Together we develop your personal vision and mission for the future.
Based on your current situation and your vision for the future, we research and present appropriate solutions and capabilities
We use our proprietary, step-by-step process to help identify your greatest challenges, develop appropriate solutions, and choose the tools that best fit your goals.
The assessment
and strategic planning culminate in a detailed, personal plan for achieving your goals. The plan includes timelines and benchmarks for success.
An integrated system of the resources, capabilities, and services needed to implement your plan. Includes regular meetings to review progress and update your plan.
Phase One
In Steps 1 through 4, a Santori and Peters financial advisor will work with you to assess your current situation and create a powerful vision for your future – personally and financially
Phase Two
In Step 5, we work with you to develop a plan to overcome roadblocks and identify the tools, financial and otherwise, needed to achieve your vision. Your plan will include detailed timelines and benchmarks for success.
Phase Three
Finally, in Step 6, we assist you to put together all of the resources and services you’ll need to
implement your wealth management plan.
We will build a network of world class outside advisors chosen for excellence in their field, that may include an attorney, a banker, a CPA, etc. And you’ll continue to meet with your Santori and Peters wealth management advisor for regular reviews and updates to your plan.
