The Priority Formula

At Priority Wealth Partners, we are proud to guide our clients through a time-tested and repeatable methodology known as The Priority Formula. This structured approach ensures that every client receives thorough and personalized financial planning and wealth management services. The Priority Formula consists of four key stages: Introduction, Discovery, Development, and Review.

Make an Appointment

Introduction

Introduction

Initial Meeting

Meet to build relationship
Uncover past experiences
Learn about your situation
Set proper expectations
Review our process
Understand your fees
Determine your next steps

Discovery

Discovery

Fact-Finding Session

Further our relationship
Clarify your current situation
Develop and refine goals
Organize your financial data
Analyze current accounts
Build client portal
Consult legal/tax advisors

Development

Development

Initial Planning Session

Review our recommendations
Explore your new plan
Learn financial concepts
Model scenarios
Choose your strategies
Begin client on-boarding
Schedule check-points

Review

Review

Strategic Session

Connect on personal level
Review progress
Add new information
Set new milestones
Adjust the plan
Make administrative changes
Update client portal

Have a Question?

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Email

Address

Phone

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