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Our Process

The BWC Approach

Phase 1

While the journey is important, it’s always a good idea to begin with the end goal in mind. So, for our first meeting, we’ll discuss the things you’re hoping to accomplish, as well as what your expectations are for our relationship. Throughout this conversation, we’ll provide you with some initial information about our services and the value we could bring you.

Phase 2

After we get to know one another, we’ll dig deeper into your financial life to identify the areas that offer the most opportunity for growth and improvement. During the discovery process, we’ll begin compiling some initial ideas for your financial plan based on the information you’ve provided us. We’ll take a holistic look at your life to determine the optimal next steps for you to achieve your goals.

Phase 3

Once we have discussed all aspects of your finances, we’ll design a hand-crafted financial plan that’s customized according to your unique needs, goals, values and priorities. Upon the presentation of this plan, we’ll walk you through — step by step — each recommendation so you have a full understanding of our strategy. From there, we’ll begin the implementation process. 

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