Our Process
We Create Strategies That Are Tailored To Your
Individual Needs and Goals, Not Ours.
We are financial professionals that work closely with clients to understand their goals. Our comprehensive discovery process and industry experience sets us apart and provides results for our clients. We have a network of CPAs, Attorneys, and other professionals on call to help design the most effective plans for our clients. This comes at no additional cost to our clients but adds significant value.
Our Process
Guiding You Every Step of the Way
Step 1: Discovery Meeting
Learn about your values, priorities, and goals and how they shape your decisions. Identify any unique challenges and circumstances you may have. Introduce Frontier’s philosophy, plan, and process.
Step 2: Strategy Development
Determine risk tolerance. Gather data, documents, and statements for policy review. Analyze current investments and potential complications. Provide value proposition for opportunities that will impact your financial future.
Step 3: Plan Delivery
Provide wealth management process overview and fee structure. Discuss current and future investment approach. Assess retirement projections and probability. Gather signatures and data for applications.
Step 4: Solutions Deployment
Transfer existing assets. Align investment solutions, service levels, type, and frequency of communications. Generate assignment of responsibilities and timeline for implementation.
Step 5: Orientation Meeting
Review online accounts and technology application tutorials. Organize initial paperwork and statements. Review communication agreement and service levels. Meet team members and "Who to contact."
Step 6: Financial Team Integration
Coordinate with other business professionals (CPA, Attorneys, etc.) to address estate planning, business and family succession planning, educational and trust accounts, insurance and liability management, charitable giving mission, and address liquidity needs, credit, and lending.
Our Process
At Frontier Wealth Advisors, we offer a boutique advisory experience built around you. Through a personalized discovery process, we take time to understand your values, priorities, and financial goals. Our experienced team then designs tailored strategies based on your unique circumstances—not generic models. We use a proven 6-Step Delivery Model with an unwavering focus on delivering an exceptional client experience. This level of attention is hard to find—but standard here. With Frontier, you’re not just getting sound advice. You’re gaining a dedicated partner for every step of your journey.
Discovery Meeting
Strategy Development
Plan Delivery
Solutions Deployment
Orientation Meeting
Financial Team Integration
Our Process
Hover over each step to learn more.