​How We Create a Financial Strategy for Your Investments

First, we conduct an initial consultation to understand your financial goals, current situation, and risk tolerance. During this meeting, we outline the planning process, set expectations for each stage, and collect information about your income, assets, liabilities, and long-term priorities. This helps us determine the investment approach that will support your objectives. This consultation also establishes trust and a professional partnership that guides all the work that follows.

Next, we work with you to clarify what targets you want to set for your investments. Setting clear and measurable goals helps guide investment decisions and keep the plan aligned with long-term priorities such as retirement income, real estate purchases, or education funding. Your Imeson Wealth advisor helps you organize and prioritize these goals based on your values, life stage, and financial capacity so that the strategy reflects what matters most to you.

​Next, we review your current financial position to figure out where you stand. Our team evaluates your income, expenses, savings, debts, insurance coverage, and existing investments to identify strengths and areas that may need improvement. Based on this evaluation, we determine what changes or opportunities can support your long term financial goals. Every recommendation will be based on accurate information and aligned with your long-term financial health.

At this stage, your Imeson Wealth advisor creates an investment plan that matches your goals, timelines, and risk tolerance. They select appropriate investments, determine the right level of diversification, and structure the plan to favor both growth and stability. Each part of your portfolio will serve a clear purpose and align with the priorities we identified together. The plan will adapt over time so that it remains supportive of your long term financial direction.

Once your investment plan is in place, we help you put it into action by making initial investments and setting up the necessary strategic steps. This includes confirming account structures, organizing contributions, and establishing a schedule that keeps you on track with your goals. We verify every action reflects the plan we built together to provide you with clarity and confidence. This stage builds momentum and sets the foundation for your long-term progress.

​After implementation, we monitor your investments and make adjustments to align with changes in your life and the market. We review your portfolio regularly, evaluate performance, assess risk, and identify any changes that may call for updates. When needed, we refine allocations or reposition parts of the strategy to keep everything in line with your long-term priorities. This level of attention keeps your plan open to opportunities, stable, and responsive to changing market conditions over time.

We provide regular updates so you can stay informed about your plan and understand how your investments are progressing. This is done through periodic reviews, explanations of any changes, and guidance on how new market conditions may affect your strategy. You can reach out to us whenever questions arise, and we will provide detailed explanations. This ongoing communication strengthens our partnership and keeps your plan effective.