At Socium Advisors, we utilize a four-phase process to help you simplify your financial world and move toward the future one mindful step at a time.
Phase I DISCOVERY
Our process begins with a period of discovery where we’ll explore your dreams and goals. We want to know what legacy you hope to leave and what keeps you up at night so that we can craft a financial plan that’s unique to your needs.
Phase II PLANNING
Next we’ll work closely with you to create a financial blueprint tailored to your goals. It will serve as a roadmap for your financial journey, equipping you with the information you need to make wise financial decisions with confidence.
Phase III IMPLEMENTATION
Once the plan is developed, we’ll work with you to implement it, focusing on the highest impact moves first. We’ll coordinate with any existing members of your team, such as your CPA or attorney, and we’ll make introductions to other strategic professionals as needed.
Phase IV ACHIEVEMENT
With your plan actively in place, you’ll move forward with clarity about where you are and where you’re going. You’ll experience greater peace of mind, knowing you have a trusted partner helping you maximize and preserve your wealth through every season of life.