Learn how we work with you to make a positive impact on your financial life.
Tactical Financial Planning, Simplified
Our Planning Process
You’re busy. Our goal is to remove items from your plate while pursuing your most important financial priorities.
Therefore, our planning process is simple and streamlined to help you get the most tactical strategies for your situation.
Tap the drop-downs on the right to learn more about our planning process.
Discover
We’ll work closely with you to understand your goals, values, current financial status, income needs, and the future you imagine for yourself.
Plan
We’ll develop a written plan or proposal that will be presented to you, outlining recommended income, strategies, and benchmarks we’ll measure.
Implement
We’ll select the tools and resources needed to implement your strategy and to help you meet your unique financial needs and goals.
Review
We’ll regularly review the progress of your plan against benchmarks and changes in your life, then make adjustments as needed.
“Nathan does a great job of identifying investment opportunities, keeping me updated on market movements and themes, and understanding my unique financial situation.”
Q: What do you appreciate most about working with Servet Wealth Management?
A: “I appreciate Nathan’s transparency, educational approach, trust, and availability.”
Q: What do you appreciate most about working with Servet Wealth Management?
A: “I appreciate Nathan's proactive approach to our investments. He's always bringing new ideas and opportunities, but also brings financial prudence and caution that I respect in a financial advisor.”
Our Annual Process
We take advantage of optimal times throughout the year to focus on different aspects of your financial situation. Take a look at our Annual Planning Calendar to learn more.
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