5800 Meadows Road,
You may be familiar with the concept of Return on Investment (ROI). While that is an important piece of the puzzle, at Wellstone, we do not feel it goes far enough in considering the individual needs and wishes of our clients' lives. That is why we also take a Return on Life (ROL) approach that provides a deeper, more personalized look at where you want to be in terms of:
We know that wealth means something a little different to everyone, so our team works with you to understand your unique goals and expectations.
Together, we help you develop a tailored, comprehensive wealth plan built to help you achieve your desired lifestyle and legacy goals.
We start by getting to know each other and learning more about what matters most to you.
Next we formalize our engagement and build your personalized profile.
With your goals and our guidance, we create your personalized financial roadmap.
Once developed, we help you put your customized plan into action.
During this step, we work closely with a team of professionals to help ensure your complete financial house is in order.
This is just the beginning. Once your plan is in motion, we help you stay the course.