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Prepare for the Journey Ahead

6 Steps to the Financial Planning Process

Through financial planning, we hope to help you overcome any issues or obstacles you may encounter. Wherever you are in life, our financial planning process is uniquely tailored to you. Building a relationship is the first step, we take into account your goals, your evolving needs and the future you imagine.  

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Establishing and defining the client-advisor relationship

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Gathering client data, including goals and future needs

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Analyzing and evaluating the client's current financial status

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Developing and presenting recommendations


Implementing the plan


Monitoring the activity and results

Request a Consultation 

Living Stone Wealth Management understands that financial freedom and stability go beyond financial advice. We take each client relationship seriously. It’s important to spend time getting to know your unique situation in order to provide sound insight into areas that affect your life and your finances. Send us a message and we’ll get in touch with you to schedule an initial complimentary consultation.