PROCESS
PROCESS

RADIANT Wealth Planning Process

At RADIANT Wealth Planning, we’re committed to guiding you through each step of your financial journey.

Our process ensures that we maintain open communication, understand your unique needs, organize your financial life, and guide you towards your goals. Here’s what you can expect:

  •  

    Intro Call

    During this initial conversation, we’ll:

    • Build rapport and understand your primary financial concerns
    • Provide an overview of our firm’s philosophy and services
    • Discuss our pricing structure and confirm next steps



  •  

    On-boarding

    This practical session focuses on:

    • Together, complete the Risk Tolerance Questionnaire
    • Initiating the account transfer process
    • Setting up necessary financial planning tools and software
  •  

    Getting Set-up

    In this in-depth session, we’ll:

    • Review your completed Risk Tolerance Questionnaire
    • Discuss and selecting an appropriate investment portfolio
    • Explore your personal and financial goals in detail
    • Discuss your dreams and aspirations to understand your unique needs
    • Begin collecting relevant financial information
    • Start organizing your financial life for a comprehensive view
  •  

    Plan Delivery

    During this crucial meeting, we’ll:

    • Present your comprehensive financial plan
    • Explore various scenarios to achieve your goals using our advanced financial planning software
    • Discuss strategies and recommendations tailored to your unique situation
    • Answer your questions and address any concerns
  •  

    Quarterly Review

    These regular check-ins are designed to:

    • Review your investment performance and overall financial progress
    • Address and complete financial planning action items
    • Discuss any life changes that may impact your financial plan
    • Make necessary adjustments to keep you on track towards your goals
© Copyright 2024 - RADIANT Wealth Planning, LLC | Website Designed by Cobalt & Sapphire