The Opulence Wealth Management Process

We build your detailed, tailored financial plan to fortify your financial future. We embrace change and adapt to your evolving professional and personal circumstances. The process timeline below provides an overview of how we’ll partner together.

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Introductory Meeting

Jared and team schedule a face-to-face meeting – either through a video call or in-person – to identify your goals, priorities, preferences, as well as potential obstacles. The information shared during this meeting determines if an ongoing partnership is the right fit.
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Exploration Phase

We meet again, this time taking a deeper look at your situation. We begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be.
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Detailed Planning

Now it is time to set you up with a formal plan! Based on the prior discussions, we deliver an easy-to-follow roadmap that will help you pursue your financial goals. We specifically address the areas that are of greatest importance to you.
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Ongoing Aid & Advice

Your priorities and goals will inevitably shift through time. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.