At Acosta Wealth Management, we believe that it is not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. As your trusted financial advisor, we create a plan for your future to achieve this.
What are the benefits of working with a personal financial advisor to manage your wealth? At our firm, our clients receive the benefits of two worlds: the experience and financial stability of a long-standing financial institution and the individual service that comes from having a personal financial advisor. 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. Our advisors 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 now and in the future by considering your livable income and the legacy of your family.
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 exist are identified to position 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 encompass changes in the economy, tax law, and your personal situation. You gain peace of mind knowing your plan meets with the changes that impact your financial future.