Our Process

Your 7-Step Journey


The Personal Insight Meeting

Your journey begins with the personal insight meeting, where the relationship between advisor and you the client takes flight. During this 30 to 45-minute meeting, our main objective is to understand your goals, priorities, and values. This in-depth exploration allows us to determine if we are a perfect fit for you and your financial aspirations.


Blueprint Meeting

In the blueprint meeting, we review our values and goals conversation and gather essential facts to create a comprehensive picture of your financial portfolio. This crucial step equips us with important information to complete a blueprint fact finder, laying the groundwork for your financial plan.


Internal Analysis of Client Operations

In the following week, your advisor collaborates closely with our financial planning department. This internal analysis enables us to create accurate financial models and prepare planning options tailored to your unique needs. This sets the stage for our next meeting.


The Strategy Meeting

With a comprehensive analysis in hand, we gather for the strategy meeting, which typically lasts 90 minutes. Here, we present various planning options and engage in a collaborative discussion to identify the strategy that aligns best with your financial goals. We provide you with a clear visualization of each option’s cash flow implications, empowering you to make informed decisions.


Solutions Meeting

After ample time for review, we convene to discuss our recommendations. Together, we determine the investment strategy that will propel you towards achieving your financial dreams. This meeting generally lasts about one hour.


Implementation & Statement Reading Meeting

At this stage, we focus on completing all necessary paperwork to put your selected strategy into action. We establish online access for your accounts and thoroughly review your initial account statements, ensuring a smooth transition towards your financial goals.

Ground Level

Ongoing Partnership

As your relationship with us continues, we meet regularly throughout the year for standard of care meetings. During these sessions, we review your financial plan, ensuring it aligns with your evolving goals. Depending on the life stage you and your loved ones are in, discussion topics will vary. This commitment to care extends throughout your journey, before and through retirement.

At 30,000 Ft. Wealth Management, we look forward to walking hand-in-hand with you on this journey toward financial confidence and prosperity.