Our Process to Build Successful Life Pathways
We believe that only by taking the time to understand where you are and where you want to go, can we help build the best financial path forward. At SWP you are partnered with a dedicated financial advisor who will take the time to get to know you and work with you throughout your lifetime.
As your financial life planner, we offer three key phases that can be tailored based on your unique needs:
Exploration
This is about where you are and where you want to go. Often this is a discussion not about financial goals, but about what’s keeping you up at night, your overall life aspirations, and where you see yourself and your family in the future. Only by understanding unique insights about you can we design how your finances can support your best pathway forward.
Planning
Our advisors leverage a unique planning & advice platform to review different real-time scenarios together. This allows us to see the impact of different decisions, explore scenarios, and decide together the best path forward to align money with your current and future life goals.
Management
We offer ongoing monitoring and management of your assets to make sure progress is being made toward your goals. This stage is not about sending statements, but making frequent connections to be sure we are on-track and, if needed, make adjustments as life and markets change.
Our Investment Approach
Our investment approach combines innovative, cutting-edge mathematics and modeling with a dedicated financial advisor that understands your needs and goals. Our investment approach includes:
Proprietary mathematical models that drive insights that improve the investment decision-making process.
State-of-the-art technology that analyzes 90+ years of historic market data to identify market trends and movements to guide future decision making
Personalized decision-making by a dedicated advisor that understands the investment decisions that make sense based on your preferences and goals.
Let's chat!
All it takes is 15 minutes!
Schedule a call now to find out if SAVVI Wealth Partners is a good fit for you.