Loading...

We Help Provide the Clarity You Need Today, For A More Confident Tomorrow.

The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity. We believe if you truly understood how your plan worked you will have more confidence in it actually working for you. But there’s more to it than that. Your plan has to be uniquely yours; it has to be based upon much more than just your money. It has to be a reflection of who you are today and what you want to accomplish tomorrow. It has to understand the people you care about and the things that matter most to you. It also has to be flexible because life is unpredictable, and it has to adapt to planned and unplanned changes.

If your current plan is only about money you may have the wrong advisor and the wrong plan.

Are you ready for true Financial Confidence? Juniper Wealth Management can help you get there!

REQUEST YOUR COMPLIMENTARY REVIEW

6-STEP FINANCIAL CONFIDENCE ROADMAP

This exclusive process helps to ensure that we understand our clients’ unique financial needs
and can assist them in creating a pathway to pursue their goals.

STEP 1: DISCOVERY

We begin this stage during our initial meeting where we get to know one another. During this 1st session we focus on what your needs are and what you want your investment capital to do for you. We will determine your personal risk tolerance, understand your investment experience and discuss tax reduction strategies.

STEP 2: FINANCIAL ANALYSIS

Our team goes to work evaluating your current financial situation for Risk and Volatility. Based upon those results we will develop a comprehensive report and proposal designed for your financial goals and objectives that outlines a strategy recommended for long-term success.

STEP 3: CURRENT PORTFOLIO REPORT & TAX ANALYSIS

We meet and go over your results. If improvement is needed, then we will make recommendations and schedule another appointment to provide multiple objective alternatives

STEP 4: COMPREHENSIVE RETIREMENT PLAN PRESENTATION

At this meeting we will go over multiple objective alternatives with Pro’s and Con’s for each option. We will decide which option is best and then define the expectations to ensure both parties are comfortable with the plan and commitment.

STEP 5: PLAN IMPLEMENTATION 

During this process we reposition assets and fund the new plan. At this time each client receives a fully written plan inside their custom binder.

STEP 6: MONTHLY PROGRESS REPORTS & ANNUAL REVIEW

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. If necessary, we will make adjustments to help optimize the plan in changing financial conditions.

6-STEP FINANCIAL CONFIDENCE ROADMAP

This exclusive process helps to ensure that we understand our clients’ unique financial needs
and can assist them in creating a pathway to pursue their goals.

STEP 1: DISCOVERY

We begin this stage during our initial meeting where we get to know one another. During this 1st session we focus on what your needs are and what you want your investment capital to do for you. We will determine your personal risk tolerance, understand your investment experience and discuss tax reduction strategies.

STEP 2: FINANCIAL ANALYSIS

Our team goes to work evaluating your current financial situation for Risk and Volatility. Based upon those results we will develop a comprehensive report and proposal designed for your financial goals and objectives that outlines a strategy recommended for long-term success.

STEP 3: CURRENT PORTFOLIO REPORT & TAX ANALYSIS

We meet and go over your results. If improvement is needed, then we will make recommendations and schedule another appointment to provide multiple objective alternatives

STEP 4: COMPREHENSIVE RETIREMENT PLAN PRESENTATION

At this meeting we will go over multiple objective alternatives with Pro’s and Con’s for each option. We will decide which option is best and then define the expectations to ensure both parties are comfortable with the plan and commitment.

STEP 5: PLAN IMPLEMENTATION 

During this process we reposition assets and fund the new plan. At this time each client receives a fully written plan inside their custom binder.

STEP 6: MONTHLY PROGRESS REPORTS & ANNUAL REVIEW

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. If necessary, we will make adjustments to help optimize the plan in changing financial conditions.

We want you to experience our
6-Step Financial Confidence Roadmap,
so schedule your no obligation,
complimentary review today.
We think you’ll be glad you did!