The Process

Working Together

Our financial planning process is a life-centered approach that covers objectives critical to the financial planning process and will address crucial topics like, "am I saving enough?" "are my assets working together to serve my best interests?" "will my family be ok in the event of a catastrophic emergency?" and more. You will be provided with action steps and we equip you with tools to achieve your goals.

 

This is what you can expect:

Organization

We will bring order to your financial life, by assisting you in getting your financial house in order.

Proactivity

We work with you to anticipate your life transitions and to be financially prepared for them

Accountability

We will help you follow through on financial commitments.

Education

We will explore what specific knowledge will be needed to succeed in your situation.

Objectivity

We bring insights from the outside to help you avoid emotionally driven decisions in important money matters.

Partnership

We want to help you achieve the best life possible and will work in concert with you, not just for you.

Source: Mitch Anthony, "Moving From ROI to ROL"

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BOLT Wealth Management LLC is a California registered investment adviser

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