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Our Process

It Starts with You.

Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path. 

We believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, it can help reduce the damage disability, critical illness, or other sudden losses of income may have.

 

So what are the steps?

1

Introductory Meeting

In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.

2

Exploration & Preliminary Planning

After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our strategy will be.

3

Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will help guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.

4

Proactive Advice and Financial Coaching

Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.

We aren’t here to just help you find more appropriate investments, but to also make you a better investor.

 

Contact us today to see how a financially sound plan may bring you closer to your goals.

CLARIFY YOUR FINANCIAL FUTURE. 

GET IN TOUCH TODAY.

Office

2665 E Tudor Road, Suite 202
Anchorage, AK 99507

Contact Us

907-561-2462
ask@veritasalaska.com

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Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. Veritas Wealth Management and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible for ancillary products and services offered by Veritas Wealth Management or these representatives. Matson Money, Dave Ramsey & SmartVestor™, Anchorage Police Department, National Tax-Deferred Savings Association (NTSA) and PlanMember Securities Corporation are independently owned and operated.

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Investors should carefully consider the investment objectives, risks, charges and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

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