Our six-step process is what sets us apart from the competition:
Step 1: Gather Data
Data is the basis for a successful financial model. We evaluate your current financial situation, including specific information such as legal documents and arrangements you have made.
Step 2: Develop Objectives
Devoted to your financial success, we develop personal financial objectives based on complex questions you may have never been asked or considered. We ensure you can prosper today and in the future by considering your livable income and your family’s legacy.
Step 3: Identify Existing Problems
The full benefit of the financial process becomes apparent in this step, as issues you may not have thought about or realized are identified to set up your financial future for success. Acosta Wealth Management develops the complete picture to put your needs and goals first.
Step 4: Develop Recommendations
We develop and implement client-specific strategies, equipped with benefits and drawbacks of each along with an economic model to determine their impact. With our advice and recommendations, you have the power to choose what is appropriate for you.
Step 5: Implementation
With objectives and a financial model, you are equipped with the tools to pursue your financial goals. You can now present your attorney, CPA, and other advisors with your plan to create a well-rounded future for yourself and your family.
Step 6: Ongoing Process Review
Things change over time. Update your financial plan annually to account for changes in the economy, tax law, and your personal situation. You will gain peace of mind knowing your plan meets with the changes that impact your financial future.