A Clear Path from First Conversation to Financial Plan
Good financial planning shouldn’t feel like a mystery. Our process is broken into simple, sequential steps so you always know what’s happening, what we need from you, and what comes next.
From your first discovery call through plan delivery and implementation, here’s exactly what working with Tiverton Wealth looks like.
Flat Fee Financial Plans
No hourly surprises and no commissions — just a clear, flat-fee process built around eight straightforward steps. Here’s how we take you from a first conversation to a fully implemented financial plan.
Discovery Meeting
We start with a discovery meeting — a chance to walk you through who we are, what we do, and why we do it. We’ll also explain exactly how we get paid so there are no surprises.
From there, you decide whether you’d like to move forward with us. No pressure, no obligation.
Agreements & Goals Meeting
Once you’ve decided to hire us, we get client agreements in place and schedule your goals meeting. This is where we ask a mix of quantitative and qualitative questions to really get to know you and your situation.
By the end of this meeting, we know exactly what “homework” items we’ll need from you — and you’ll have an easy, secure portal to upload everything.
We Build Your Plan
With your goals, homework items, and full financial picture in hand, our team gets to work behind the scenes building out your personalized financial plan.
Plan Presentation, Part 1
We get together to present your plan, divided across two meetings. In the first, we tackle the first three pillars of your financial plan — walking you through our findings and recommendations.
Plan Presentation, Part 2
In our second presentation meeting, we cover the remaining three pillars of your financial plan — rounding out the full picture with our recommendations.
Implementation
Recommendations only matter if they get done. We help you implement the recommendations you choose to move forward with — coordinating account changes, insurance needs, estate-planning matters, and other action items as appropriate.
Client Portal Onboarding
We get you onboarded to our secure client portal so you can watch your plan come to life — track progress, see your full financial picture, and stay connected to your plan year-round.
Finalize & Decide What’s Next
We review the plan, confirm the implementation steps that have been completed, and identify any remaining action items. From there, we decide together whether an ongoing relationship makes sense for you.
Let’s Start With a Discovery Call
There’s no obligation and no pressure — just a conversation to see if working together makes sense for your financial picture.
Schedule A Call with Alex