Planning Process
Planning Process
At Seacoast Wealth Management, our clients are never just a number. We aim
to establish lifelong relationships, even spanning multiple
generations, which means we are deeply committed to each individual and
family.
Our four-step process
is designed to provide personalized service with completely customized
planning to address your unique needs, account for your specific
financial situation, and help you pursue your distinct goals.
By incorporating your
income, expenses, savings, insurance, taxes, and more, this process
creates a comprehensive plan and foundation for your financial future.
Step One:
Discovery Meeting
During our first meeting, we will get to know you, address your needs, ensure your desires are heard, and gather the information necessary to develop your personalized plan.
Step TWO:
Discovery Meeting
During our first meeting, we will get to know you, address your needs, ensure your desires are heard, and gather the information necessary to develop your personalized plan.
Step THREE:
Discovery Meeting
During our first meeting, we will get to know you, address your needs, ensure your desires are heard, and gather the information necessary to develop your personalized plan.
Step FOUR:
Discovery Meeting
During our first meeting, we will get to know you, address your needs, ensure your desires are heard, and gather the information necessary to develop your personalized plan.
At Seacoast Wealth Management, our clients are never just a number. We aim
to establish lifelong relationships, even spanning multiple
generations, which means we are deeply committed to each individual and
family.
Our four-step process
is designed to provide personalized service with completely customized
planning to address your unique needs, account for your specific
financial situation, and help you pursue your distinct goals.
By incorporating your
income, expenses, savings, insurance, taxes, and more, this process
creates a comprehensive plan and foundation for your financial future.
Step One:
Discovery Meeting
During our first meeting, we will get to know you, address your needs, ensure your desires are heard, and gather the information necessary to develop your personalized plan.
Step TWO:
Discovery Meeting
During our first meeting, we will get to know you, address your needs, ensure your desires are heard, and gather the information necessary to develop your personalized plan.
Step THREE:
Discovery Meeting
During our first meeting, we will get to know you, address your needs, ensure your desires are heard, and gather the information necessary to develop your personalized plan.
Step FOUR:
Discovery Meeting
During our first meeting, we will get to know you, address your needs, ensure your desires are heard, and gather the information necessary to develop your personalized plan.
We’re here to help, always.
EMAIL : Team Directory
CALL : 987654321
VISIT : 123, ABC Suite 100, NH 03801
We’re here to help, always.
EMAIL : Team Directory
CALL : 987654321
VISIT : 123, ABC Suite 100, NH 03801
Securities and investment advisory services offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA/SIPC, and SEC registered investment adviser. Investment Advisory Services may also be offered through Steward Partners Investment Advisory, LLC, an SEC registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated. Seacoast Wealth Management is a team at Steward Partners.
