Our Process

After meeting with clients for decades, we've refined our process to help you feel confident. Here is our straightforward 5-step process of what it looks like getting to know Wela and what happens after becoming a client.

Let's Talk

Digital Form
1-3 Minutes

  • Answer a few simple questions from our Let's Talk Form
  • Upon completion, you can schedule your preliminary chat with one of our CFP's®
  • We will reach out to you within one business day to set up a preliminary chat if you didn't self schedule

Preliminary Chat

On Zoom
20 - 30 minutes

  • Reconfirm your top reasons for seeking guidance
  • Answer your initial questions
  • Explain our straightforward process
  • Discuss our next steps if we both feel there may be value working together

Discovery Meeting

In Person or Zoom
45-60 Minutes

  • Understand your top financial and emotional reasons for seeking help
  • Collect all needed data to build your personalized financial plan
  • Know your financial goals, pain points, and what success looks like for you
  • Review our next steps, services, and  pricing

Plan Presentation

In Person or Zoom
45-60 Minutes

  • Present your tailor-built, goal driven financial plan
  • Show our recommendations based on your specific situation
  • Offer our proposal for how we can partner together to improve your financial landscape
  • Take your time deciding if we should partner together OR if you will self-implement

You're a Wela Client

1-30 days
Serving clients locally and nationwide

  • Sign any necessary client, compliance, and transfer forms
  • Provide you with all resources you need for a confident and successful partnership
  • Feel welcomed, informed, and educated
  • Know what it means to be a Wela Client and  what to expect going forward

Ongoing Service

Take a look at what happens after becoming a Wela client
90 day review

Confirm our relationship, services, accounts, and expectations are aligned.

Six Month Check-In

Wellness check that our relationship is working as intended.

Annual Review

Make sure your financial plan and investment accounts are working in synergy.

As Needed

Phone calls, emails, in person or Zoom meetings. When life happens, we're always here for you.