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Our Process

Healthcare professionals treat their patients within a medical framework: Assess, Diagnose, Treat.

Financial planners have a similar process in the care we provide for our clients.

The CFP Board recognizes financial planning as a 7-step process:

  1. Assess the client’s current personal and financial situation.
  2. Identify and set financial goals.
  3. Analyze the current financial situation and possible courses of action.
  4. Develop recommendations.
  5. Present recommendations.
  6. Implement recommendations.
  7. Monitor and update as needed.

To create and maintain a state of financial wellness involves a commitment to pulling together the necessary financial statements and information. It takes time to meet with a professional, to have those important conversations, and to follow through on recommendations. Regular meetings and checkups help us to review, monitor and adjust as needed.

Financial planning isn’t a quick fix. It can be a deeply rewarding and meaningful journey, though. At Alegría Wealth, we start wherever you are and step by step, we help you make better and smarter financial decisions.

Money is intertwined with so many areas of our lives, whether we have a little or a lot. Building and growing a secure financial foundation affords us options and flexibility in making choices and living life to the fullest.

We consider it an honor and a privilege to earn your trust and help you along your journey. Our goal is to help you achieve your goals!