Our Process
Learn about our time-tested approach
At Neuman Wealth Solutions, we take a comprehensive view of your finances. We start by learning all that we can about you, your needs and goals. After learning what is important to you, we establish a personalized comprehensive plan which includes seeking to help you mitigate tax liabilities, addressing estate concerns, asset management, education planning, retirement planning and more.
I Discovery
Meeting
We begin with a conversation about where you are today—we’ll discuss any planning you’ve already done, current professional relationships, and your personal and financial goals. We’ll also dive into a deeper discussion about what really matters to you, making sure we understand your values, your hopes and dreams, and what brings you joy.
II Investment Plan Meeting
Then, incorporating everything we learned in our discovery meeting, we’ll present a detailed investment plan to help you achieve your goals. We’ll outline a clear path with specific recommendations to help you protect and grow your wealth in the most efficient, intentional way possible.
III Mutual Commitment Meeting
In this meeting, we’ll review our plan with you. This is an opportunity for you to ask questions and for us to provide additional clarity about our recommendations and the logic behind them. If we mutually agree we’re a good fit for your needs and you decide you’d like to move forward, we’ll begin implementing your plan.
Ongoing Partnership
45-Day Follow-Up
Meeting
After some time has passed, we’ll touch base with you to review our progress and discuss your next steps. We’ll deliver an organized binder with all your financial documents, discussing what we’ve done so far and what to expect in the months to come.
Periodic Strategy
Review Meetings
Moving forward, we will meet at least annually to review your progress, giving you a clear picture of where you are in relation to where you said you wanted to be. We’ll discuss any changes in your life or the markets as well as opportunities to be leveraged, and we’ll make adjustments to your strategies as appropriate.