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Our Client Engagement Process

Our Process

We work with a select group of families and business owners as a full-service, boutique financial planning firm. This means we treat our clients like family, aiming to build a lifelong relationship based on a foundation of trust. Our Inspire Wealth process revolves around on-going communication that is open and honest so that we can act as a true partner, helping you develop a plan and monitor your progress in meeting your goals.

Step 1


  • Discuss your current plan and goals
  • Outline the Inspire Wealth Planning Process
  • Review your current financial situation

Step 2

Discuss First Steps

  • Align the Inspire Wealth Planning process to your priorities
  • Determine if we are a good fit based on your financial objectives

Step 3

Implement Customized Action Plan

  • Review your plan and address any questions
  • Approve plan and execute next steps

Step 4

Discuss Ongoing Objectives

  • Review and revise action plan as needed to address additional or changing priorities

Step 5

Progress Reviews

  • Review accounts on a regular basis, in line with your determined plan and objectives

Through our comprehensive approach, we aim to help our clients achieve the futures of their dreams. 

Schedule your Complimentary Consultation today!

Schedule a Consultation