OUR PROCESS
01
45 Minutes
Your Strategy Session
During your session, our financial advisors will take the time to truly understand your personal goals and where you are today. From there, we’ll begin the process of crafting a personal plan focused on building a confident financial future. We can’t wait to connect with you!
02
60 Minutes
Deep Dive
This meeting is an opportunity to take a deep dive into your financial picture, discussing your purpose, milestones, and timeline, while also gaining visibility of your expenses, gathering financial data, and reviewing your current financial plan.
03
60 Minutes
Behind the Scenes
We crunch the numbers, maximize income, reallocate assets to support retirement, and address tax implications.
04
60 Minutes
Financial Plan & Recommendations
We will formulate recommendations based on the data we’ve gathered. In this meeting you’ll see the strategy we outline and have the opportunity to ask questions and make adjustments. After ensuring all considerations are included, we’ll confirm your agreement to proceed with the plan.
05
60 Minutes
Review Plan & Implementation
During this meeting, we’ll review your final financial plan, answer questions, and if ready, complete the implementation of the full plan.
06
​
30 Minutes
Ongoing Service
At AngelPruitt Wealth, our commitment to your financial well-being doesn't end with the implementation of your plan. We continuously assess your evolving needs to ensure your hard-earned assets are optimized. With your consent, we monitor your progress and make necessary adjustments along the way.
You'll connect with your advisor each spring and fall and check in with our team during the summer. Between these scheduled meetings, we're always available via phone or email to support you.
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