Our Process
Step 1 — Initial Strategy ConversationWe begin with a complimentary 1 hour strategy conversation designed to understand what matters most to you. This meeting allows us to learn about your goals, address your key questions, and determine whether our expertise aligns with your needs. We’ll also walk through our advice-driven approach and discuss opportunities to strengthen your retirement strategy, improve portfolio efficiency, and reduce unnecessary tax exposure. |
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| Step 2 — Becoming a Client of Abiding Wealth PartnersIf we mutually decide to move forward, you’ll complete our new client agreement and begin onboarding with Abiding Wealth. Through our structured onboarding process, we gather relevant financial information, clarify priorities, and complete any necessary documents for account opening and/or plan creation. |
Step 3 — Ongoing Advisory RelationshipRetirement Planning and Investment Management are evolving, long-term processes. Once your initial strategies are in place, we provide ongoing oversight and proactive guidance to ensure everything remains aligned with your goals. Clients formally meet with us at least annually. Between meetings, we remain engaged by monitoring your plan/investments, communicating updates, and taking action as life and markets change. |
One of our primary goals is to develop a long-term, trusting relationship with you.
Ready to start the conversation?
Schedule your complimentary strategy session with us today. Share your name and email and we’ll reach out to find a time that works for you.