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Our Process
Your financial future highly depends on the development of an effective financial plan and focused financial management strategy.
That requires discipline and focus.
Here’s a closer look at how the ATS Wealth Circle multi-meeting process leverages both to produce a financial outcome that meets your exact needs:
INITIAL MEETING:
Discovery Session
-Build the framework of your financial plan
-Define areas of most significance
-Philanthropy (Discuss charitable organizations you would like to support)
-Identify goals on your bucket list
-Prioritize financial goals
-Understand your lifestyle
(lifestyle planning)
SECOND MEETING:
Proposal and Goal Plan Delivery
-Deliver risk analysis and financial plan
-Address any concerns or revisions; collaborate with you on the plan
-Review cost structure
THIRD MEETING:
Strategy Implementation
-Implement plan
-Fund accounts & transfer assets/work with rollover institutions
– Walk through client access online
– Schedule follow-up review
After your retirement plan is implemented, we review the progress of your plan according to how it performs against your defined objectives and suggest changes where needed.
We purposely maintain a close connection with you to keep in step with your life and maintain awareness of life changes that may warrant a revision to your plan.
Ready to get started?
We’re here to help. Schedule an introductory phone call today.
(408) 333-9998
info@atswealthcircle.com
19200 Stevens Creek Blvd Suite # 240 Cupertino, CA 95014
