Our Process

A Personalized Process That Puts You First

At Connect Wealth, we guide you through a thoughtful and collaborative process built around CARE: Connect, Analyze, Review, and Engage. From discovering your goals to creating and implementing a tailored wealth plan, we focus on building a relationship that evolves with your life. Our process is more than a checklist—it’s a commitment to your long-term financial success.

C

A

R

E

 

C

Connect

  • Who is Connect?
  • Discover Your Goals
  • Gather Financial Data

A

Analyze

  • Goal Analysis
  • Investment Analysis
  • Create Your Wealth Plan

R

Review

  • Present Your Tailored Wealth Plan
  • Hear Feedback
  • Make Changes

E

Engage

  • Implement Your Wealth Plan
  • Monitor
  • Adjust

Connect

  • Who is Connect?
  • Discover Your Goals
  • Gather Financial Data

Analyze

  • Goal Analysis
  • Investment Analysis
  • Create Your Wealth Plan

Review

  • Present Your Tailored Wealth Plan
  • Hear Feedback
  • Make Changes

Engage

  • Implement Your Wealth Plan
  • Monitor
  • Adjust

Client Roadmap

Your Financial Journey, Organized and Optimized

At Connect Wealth, we believe in proactive planning tailored to your life’s evolving needs. Our Client Roadmap outlines a year-round approach to wealth management—ensuring tax strategy, investment reviews, estate planning, and risk management are addressed at the right time, every time. With quarterly check-ins and ongoing support, we keep your financial plan aligned with your goals, so you can focus on what matters most.

First Quarter

Annual Review

  • Financial Plan Update
  • Identify Client Goals
  • Portfolio Review and Update
  • Disburse and Collect 1099s and K1s
  • IRA Contribution
E
E

Second Quarter

Tax Return Review

  • Opportunity Analysis
  • Document Collection
  • Tax Projections & Strategy

Insurance Review

  • Evaluate Risk
  • Review Current Policies
E

Third Quarter

Employer Benefits Review

  • Offerings Analysis
  • Update Recommendations

Estate Planning

  • Plan Updates
  • Beneficiary Check
  • Tax & Estate Review
E

Fourth Quarter

Year-End Planning

  • Required Minimum Distributions (RMDs)
  • Charitable Giving
  • 529 Funding

Portfolio Management

  • Asset Allocation Review
  • Tax Loss Harvesting

Ongoing: Rebalancing, Tax Loss Harvesting, Financial Plan Monitoring, Financial Advice as Life Happens…