Our Planning Process

Over the years, Mosaic Wealth Solutions has worked with many clients. Although these individuals may share similar personal and financial goals, no two define success in exactly the same way. Our 5-Point Planning Process provides a framework to ensure we develop a comprehensive plan that is suited to your individual needs. The process - a precise pattern we follow - guides us to focus with a level of attention that your wealth portfolio deserves.   As we walk you through each of the five steps, we collect the information relevant to your past and present financial situation and identify the driving forces behind your vision of the future. We then use this framework to assemble and connect the pieces of your plan, building confidence and a clear path forward.

Discovery

During our initial meeting, we lay the groundwork for a long-lasting relationship. We start by visiting with you on an informal level about your family, your dreams, and your values. Once you feel comfortable, we continue our discussion with a look at your financial state of affairs, exploring areas where you are confident and those where you could benefit from our assistance.

Design

After an in-depth analysis of your important financial facts and figures, we begin to design a plan that balances your wants and concerns with your risk tolerance and time horizons. Because your situation is the only of its kind, we tailor our recommendations to your particular circumstances, preparing a final analysis based exclusively on your best interests.

Collaboration

In the third phase of our process, we welcome you back to our office to explain the strategies and solutions we are suggesting for you. Not only will we educate you on the potential advantages of these improvements/changes, we’ll also encourage you to ask questions and give honest feedback.

Implementation

Your plan comes to fruition as we facilitate seamless transfers (when applicable) and introduce new products and services. At this time, we also familiarize you with our Wealth Vision software, a secure web-based interface which you can access to view your accounts, monitor growth and projections, and receive up-to-date data all in one place.

Strategy Review

Ongoing communication and scheduled review meetings allow us to revisit and update your plan on a regular basis, ensuring you are informed of its progress in relation to the overall economic climate. As your life evolves, our advisors make the necessary adjustments to support your pursuit towards goals.