Process | Wasatch Wealth

We are often asked: "How can you know for sure you've got enough saved and won't run out of money?" After all, how can you know what you don't know and plan for what you don't expect?

Well, here's some good news. You can know for sure whether you've considered everything you need to consider and whether or not you should make any changes to your financial plans. In fact, we've spent decades helping clients know exactly that.

At Wasatch Wealth, we don't believe in one retirement or financial plan fits everyone. So, rather than Jimmy you into a cookie-cutter plan, we'll spend the time to get to know you, carefully analyze your financial situation, and then put your plan in place.

Our Wasatch Way process will help us do just that!

Start our Wasatch Way Process

Discovery Meeting

We start with discovery.

We'll ask you to bring a few key financials to your Discovery Meeting. We'll use this information to perform a complete diagnostic of your financial situation. You won't need to worry if you've forgotten about something because you'll have our decades of expertise to guide you.

Proposal Development

We develop a fully customized proposal.

After we meet, we'll spend two weeks developing recommendations in a fully customized proposal for you. In that proposal, we'll identify any gaps in your current planning and provide solutions to help you prioritize your next steps. And, we do all this before you ever pay us a dime in fees. That's because we want to make sure we can help you before we commit to working together.

Proposal Meeting

You receive your fully customized recommendations in the Proposal meeting.

After we've developed your customized proposal, we'll present it to you. During this meeting, we'll answer all your questions and make sure you understand the ramifications of everything we've included in our proposal. Again, we'll take the time to do this before any commitment is made. We believe in preparing people for success, whether or not they become Wasatch Wealth clients.

Take Action Meeting

You take timely action and succeed!

The next time we meet, it's time to take action. You'll be ready and have the clarity and confidence you need to move forward with implementing your proposal. And we're here to help with anything that feels the least bit confusing. You'll know what to do and how to do it!

Wasatch Way Meetings

You will meet with us regularly!

A lot can change in a year (remember 2020), so at Wasatch Wealth we have quarterly meetings with our clients. Each meeting covers one of four general areas: 1) Finances, 2) Taxes, 3) Insurance, and 4) Legacy. Of course, you can always contact us for guidance and assistance at any time. We're always here for you!

This process simplifies the complexity of financial and retirement planning and walks you through each step in an easy-to-complete manner.

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