New clients often tell us that they delayed getting started on the path toward fulfilling their life and financial goals because the process itself seemed daunting or overwhelming. At Wellspring Wealth Management, our introductory Preliminary Analysis serves to remove the complexity that is often associated with financial organization and management. We replace complexity with practical, straightforward action steps.

Before we begin, it's important to understand that our approach is not one that is a pressured sales process. Therefore, at any point in the process, it is perfectly fine to tell us, if you feel that we are not a good match for you. Our focus is on life planning. Our goal is to develop a long-term relationship with you and your family members as we guide you along the path to pursuing your long-term objectives.

Respecting Your Right to Privacy

Please keep in mind that protecting your privacy is a hallmark of our relationship with you. We respect your right to privacy and confidentiality throughout the planning and investment process. Any information you provide will be kept in the strictest confidence.

Discover how our 3 Step Progressive Planning Process can help put you on the path to managing financial fulfillment on your terms.

Step 1
We begin with an informal, face-to-face discussion to get to know you. During this introductory meeting we listen to understand your goals, needs and priorities. We provide you with insight into our wealth management system, process and services. If we're both comfortable that we are in alignment, we proceed to the next step.

Step 2
The data gathering process is critical to gaining perspective and a deeper understanding of your financial situation. We provide you with a confidential data form that walks you through the essential aspects of your financial life. We respect your privacy every step of the way, ensuring your information remains confidential and secure. Using the information you provide, we invest considerable time in formulating a preliminary analysis and recommendations.

Step 3
Upon completion of your analysis, we meet with you to share our observations, and discuss any issues or concerns we have identified in the process. We take the time to educate you on why we recommend certain solutions or strategies and what other alternatives may be available to you, to help you make clear, confident and informed decisions.

If you would like to initiate the 3 Step Progressive Planning Process now, please click on the Getting Started tab to input your contact information. We value your time and consideration in allowing us to provide our No-obligation, Preliminary Analysis.

We are pleased to extend our 3 Step Progressive Planning Process as a complimentary financial education benefit to demonstrate our true desire to genuinely help individuals and families get on course toward pursuing their financial goals and wellbeing. We invite you to share this link and our site with your friends, relatives and co-workers who may also benefit from a No-Obligation, Preliminary Analysis.

Click here to schedule a meeting with Jeff today. 

Click here to fill out our Desired Financial Goals and Priorities form.