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Demery Wealth Advisors Planning Process

Our 5-Step Planning Process results in a plan that is custom tailored to your needs.

1. Introductory Meeting
During this meeting, you can expect to learn more about our firm, our process, and discuss your current financial situation, concerns, and goals. If we determine that we’re a good fit for each, we’ll establish financial planning engagement parameters.

2. Develop Strategy  
We will analyze all aspects of your situation and develop a strategy that aligns your financial goals with your risk comfort level. 

3. Strategy Presentation  
Your customized financial plan will be presented and discussed to ensure our recommendations and strategies help you to achieve your financial goals.  

4. Implement Strategies 
We’ll put your plan to work and keep it moving in the right direction. Follow up meetings will be scheduled, as needed.

5. Monitor and Adjust 
At least once each year, we will conduct a thorough assessment of your plan. Together, we review your progress and discuss any changes to your situation. If there are new factors to consider, we will determine whether or not we need to make adjustments.