Our Process

With over 30 years of experience, we've perfected our process to help you feel confident. Here’s our straightforward 5-step journey of becoming a Wela client and what to except for our ongoing relationship.

Let's Talk

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Digital Form
1-3 Minutes

  • Answer a few simple questions from our Let's Talk Form
  • Self Schedule a Preliminary Chat
Let's Talk

Preliminary Chat

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On Zoom
30 minutes

  • Answer your initial questions
  • Confirm your top reasons for seeking guidance
  • Explain our straightforward process
  • Discuss the next steps in working together

Discovery Meeting

Man and woman sitting across from each other at a table with coffee cups in a room with large windows and framed pictures on the wall.

In Person or Zoom
45-60 Minutes

  • Know your financial goals, pain points, and behaviors
  • Collect all financial and emotional data to build your financial plan
  • Review our service offerings, pricing, and next steps

Plan Presentation

Three people in a meeting room with one person presenting data on a bar chart while another types on a laptop and a third listens.

In Person or Zoom
45-60 Minutes

  • Present your personal financial plan and our recommendations
  • Review top financial strengths, weaknesses, and opportunities
  • Offer our proposal for how we can best partner together
  • Take your time deciding if you want to work with us

You're a Wela Client

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1-30 days

  • Signing Party and Official Onboarding Meeting
  • Deliver the resources needed for a successful partnership
  • Feel welcomed, informed, educated, and excited
  • Have confidence in what to expect going forward

Ongoing Client Service

Take a look at our ongoing client service and commitments

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90 Day Review

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Six Month Check Ins

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Annual Reviews

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Unlimited Support

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Education

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Engagement

Compliance
Disclosures
Privacy Policy
Form ADV
Form CRS

Brent Forrest & Associates, LLC. dba Wela Financial Advisory (Wela) is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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Wela Financial Advisory
366 W Sunset Rd, Building 4
San Antonio, TX 78209
210-530-9599
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