Our Process

Bringing confidence and integrity to your financial life.

Our Process is Wealth Planning for Life™

Discovery
Analysis
Education
Solutions
Implementation
Planning for Life
Wealth Planning for Life
A cookie-cutter financial plan is not enough if you’re a high net worth individual. At Genesis Wealth Management, our custom, six-step Wealth for Life™ process goes much deeper to provide comprehensive advice and strategies to help you build and preserve wealth.

Step 1: Discovery

While automated planning can be effective in some situations, we believe you cannot replace personal understanding. So, in the first step of our process, we take the time to learn details about your life, goals and priorities. We also will ask about your frustrations, challenges and expectations so we are clear about what you would like to accomplish. We don’t just look at the numbers; we get to the bottom of what is most important to you and your family. These initial conversations inform every financial strategy we’ll create for you. Your Genesis Executive Wealth Manager will use this insight to begin crafting a customized plan to help you reach your goals.

Step 2: Analysis

Technology plays a vital role in our approach to wealth management. That’s why we have invested significantly in advanced automation and tools. Your Genesis wealth manager will leverage these resources to assess your current financial landscape and identify the most effective strategies for reaching your goals. During this planning phase, we look for both offensive and defensive strategies. It’s too common for financial plans to focus solely on growth, neglecting the need to adjust for market conditions, which can result in excessive losses. Our proactive methodology includes stress-testing your entire portfolio and other aspects of your financial situation under various scenarios. By identifying and correcting vulnerabilities and blind spots, we can help you strengthen your financial position to be more resilient in all market conditions.

Step 3: Education

As your wealth grows, so does the complexity of your financial life. And while you may understand many parts of your situation, with busy lives, it’s often hard to feel confident that you’ve got everything under control. At Genesis, our wealth managers are excellent communicators. That includes demystifying the most confusing parts of wealth building, risk management and other financial strategies. We’ll explain your financial plan as it is constructed so you’ll understand our approach. This helps you feel organized and confident about your financial present and future.

Step 4: Solutions

At Genesis, we don’t just provide services to check a box. Instead, everything we do is custom-designed to move you closer to your goals. We focus on solutions, not services. We begin with the areas identified as your most urgent needs in the planning process. That may range from adjustments to your investments to better manage risk or preserve wealth during uncertain markets. Or, we may delve into restructuring debt or tax planning strategies to free up money to meet savings goals. These solutions will be recommended only after careful analysis of your options. You’ll be kept informed through the entire Wealth for Life™ process and end up with a complete financial plan that will serve as your road map to the future you envision.

Step 5: Implementation

You benefit from financial planning only if you make the changes recommended. But with busy lives, it can be challenging to find time. We understand. Here, your Genesis wealth manager takes a hands-on approach to make your life easier. Once you approve any recommendation, they will oversee implementation for you. Often, that means we coordinate directly with your tax professional or attorney to finalize needed details. Whatever it is, we’ll stay on it to ensure your financial strategies are implemented as intended.

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