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© 2019 BOLT Wealth Management LLC

BOLT Wealth Management LLC is a California registered investment adviser

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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 conquer your finances.

 

This is what you can expect:

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

Organization

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

Proactivity

We will help you follow through on financial commitments.

Accountability

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

Education

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

Objectivity

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

Partnership

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