Understanding the
Five Steps of Financial Planning
The financial world can feel overwhelming, with conflicting advice and countless solutions. Traditional advisors often push their company’s products, limiting your options. At The Wealth Syndicate, we take an education-first approach—empowering you with financial principles tailored to your life. From there, we offer solutions from multiple providers, creating a clear, personalized roadmap that aligns with your goals. With ongoing support and guidance, we ensure your plan is realistic, actionable, and built for long-term success.
Step One:
Gather & Establish Objectives
When conducting our Discovery Call/Meeting, our top priority is to understand our prospective client at a deep and individualized level. Understanding their dreams, concerns and goals is necessary when creating a successful financial strategy.
Step Two:
Analyze & Evaluate Information
Once all essential information is collected, this information is analyzed against current financial environments and goals of the client. We evaluate and select a range of financial solutions to customize and easy to follow financial roadmap with concrete steps. Since we are not boxed in by one company, we have more choice and can offer solutions from many different companies
Step Three:
Develop Plans & Recommendations
Based on this analysis, they create a custom financial plan—not just generic advice—targeting your specific goals with product recommendations and strategies.
Step Four:
Implement Plans & Recommendations
You’ll review the proposed roadmap, ask questions, and then work together to put the plan into action.
Step Five:
Review Periodically
Financial planning is ongoing. The Wealth Syndicate monitors your plan, adjusting it as life changes—such as a career shift, marriage, or other milestones—to help you stay on track.
Review Periodically
Even though we have set your roadmap into motion, remember that financial planning is not a “set-it-and-forget-it” process! It does not stop after the plan is created.
As a relationship-based financial advisory firm, we stand by our clients and help them stay on track. We will monitor your plan and recommend changes when certain life events occur.
Whether you need to pivot or plot a new course entirely, The Wealth Syndicate is here for you.
Let’s create your Pathway to Wealth.
Lets Get Started Today!