Our Process Every step of our intuitive process has been meticulously designed to ensure confidence, knowledge, and progress toward your unique financial goals. Whether your objectives include business succession planning, retiring early, or leaving a lasting legacy for your loved ones - Westlake Wealth Management will work with you one-on-one to help you achieve your lifelong financial dreams. At Westlake Wealth Management, we do not follow a one-size-fits-most strategy. We believe that money should be managed based on individual goals, time horizons, and risk tolerances.Our 90+ Day Disciplined Process helps us equip our clients for long-term financial success. Step 1 – Discovery ProcessThis is where we identify your goals, values, dreams, and concernsDetermine Risk ToleranceNo one will be making a decision during this appointmentOur primary goal during this meeting is to get to know each other. Here at Westlake Wealth Management, we are very selective about the people we choose to work with. It has never been our goal to be all things to all people, but rather, to be all things to a few people. And so, for that reason, before we take on any new clients, we are careful to gather enough information to ensure they pass all four of our tests.Step 2 – Develop Investment StrategyBased on your Risk Tolerance and Goals, this is the step where we analyze current investment portfolioDevelop asset allocation strategyConstruct your portfolioStep 3 – Investment Strategy MeetingIn-person meeting to present recommended investment strategyOpen new accountsTransfer existing assetsStep 4 – Execute Investment StrategyPlace trades to execute agreed-upon Investment strategiesStep 5 – Follow-Up MeetingReview First StatementsOrganization of PaperworkSet-up online account access and review online resourcesStep 6 – Develop Wealth Management PlanComprehensive Financial PlanningRetirement PlanningCredit and LendingBudgetingEducation PlanningCharitable GivingSuccession PlanningStep 7 – Ongoing Management & MonitoringDevelop schedule for review meetingsMonitoring of AssetsMake Changes when needed We recognize that the situation of each client is unique. At times, this process may be modified to better suit the needs of an individual or household.