How We Work

A Vested Interest Wealth Management delivers custom tailored solutions to each client using a five stage process.

1. The Discovery Meeting

Helps determine if A Vested Interest Wealth Management and the client are a good fit.  Going through the discovery process is an eye opening experience.  It helps determine the client's current challenges, their goals and values.

 2. The Investment Plan Meeting

At  this meeting we give you our recommendations based on your goals and needs.

3. Mutual Commitment Meeting

At this meeting, we both agree if we will move forward as a team and work together.

4. 45 Day Follow Up Meeting

After 45 days, we follow up to make sure you are satisfied that your needs are being met and to answer any questions and concerns you may have.

5. Regular Progress Meetings

After consulting with our network of professionals, we will begin meeting with you on a regular basis.  The number of meetings will be determined by you.  During these meetings, we will go over personalized solutions.