Our Process

Wealth Planning Process

Becoming A Client

At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family.

To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact us at your convenience for a private consultation.

Our Steps

Module 1


First, we get to know you by clarifying and defining your financial requirements and goals (where you are and where you want to be). We start with a blank sheet of paper and build a portrait that encompasses your financial situation, your lifestyle, and your goals.

Module 2


We will conduct a thorough analysis of your current financial situation, drawing on the expertise of our in-house team of experts, which includes tax lawyers, investment counselors and wealth planners. These experts become your personal team.

Module 3


We will analyze and monitor the ongoing changes and challenges in your life and in your workplace to keep your solutions current.

Module 4

Monitor and Review

We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your life as well as in the investment markets.