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Our Process

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When thinking about investing or working with a financial planner, many people feel overwhelmed because they don’t understand the process or details. At Woodlake Wealth Management, we want to change this. Together, we will work through a disciplined financial planning process:

  • First, we explain what we do and how we do it. We will lay out the expectations you have when working with us. 
  • After discussing our roles, we decide if our relationship would be a mutually-beneficial one. We work best with clients who understand the value of a long-term relationship with their advisor and know that we will serve as their advocate.
  • From there, we work together to craft a plan that aligns with your needs, goals, and aspirations. We map out options and potential solutions that will optimize your outcome. 
  • We will then present those potential solutions to you and help you identify and prioritize the solutions that are the best fit for you and your family.
  • Finally, we proceed with the implementation process. We meet periodically to review and track progress of your situation and the solutions in place.

This process allows us to provide personalized recommendations for our clients and help manage your financial complexities so you can focus more on what you love. Contact us today to get started.