Charting Your Course: What To Expect On Your Financial Planning Journey
At Voyage Wealth Architects, we take a very personalized approach to wealth management. Before we ask about financial goals and balance sheets, we ask about life goals and personal values. Afterall, this is YOUR VOYAGE and you deserve a custom blueprint that not only helps you achieve meaningful outcomes, but also reflects your personal goals, motivations and values.
That’s where our comprehensive Discover, Design, Deliver planning process comes in. Through this process we will help you make transformative impacts, not just marginal improvements. We strive to deliver significant value within the first 8 weeks of working with us. Our goal is to create a feeling of accomplishment for our clients in their first six months of working with us.
Clients also tell us that one of their favorite parts about working with Voyage Wealth Architects is our Values Exercise, conducted during the Discover phase of planning. Learn more about how this unique process sets the foundation for every financial planning discussion we have in the video below.