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

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

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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

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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