We Want To Get To Know You
Our approach begins with a detailed conversation about you and your family. Unlike many firms that jump straight into the numbers, we start by digging into your core values and aspirations. By understanding what truly matters to you, we lay a strong foundation for a plan that really works.
Our calculated four-step process helps us get to know your situation inside and out.
This means our recommendations are thoughtful, well-researched, and always in your best interest. With our structured plan, you’ll be on your way to enjoying greater freedom and confidence with your finances.
Four Steps To Your Success
Step 1. Explore Meeting
Step 2. Discovery
Your roadmap begins with uncovering the purpose behind your wealth. Our goal is to delve deeper into what truly drives your financial aspirations. Identifying what you want to achieve is essential; once we have a clear understanding, we can outline the steps needed to reach your goals.
So we can start crunching numbers, we’ll provide you with some homework to gather your relevant financial information. Once we have the necessary documents, we’ll start customizing your financial plan!
Step 3. Planning
During the planning phase, we will present you with your personalized financial roadmap. This roadmap will outline your current trajectory and compare it to the potential outcomes of our recommendations. With your approval we can start making progress that day! Additionally, we’ll provide a comprehensive analysis of your investments, tax diversification, insurance needs, and estate plan.
Step 4. Monitoring & Review
Once implementation is complete, we’ll be by your side every step of the way. We regularly assess your needs to ensure we’re maximizing the results of your hard work. We’ll monitor your progress and, with your consent, make necessary adjustments along the journey.
You’ll meet with your advisor every Spring and Fall, with additional check-ins from our team during the Summer. In addition to these scheduled meetings, we’re always here for you—just a phone call or email away.
People Are Asking
What type of people does Babin Wealth work with?
Answer
We proudly work with individuals from all walks of life. However, as a business, we must ensure sustainability by working with clients who align with our expertise. Our ideal clients are those who have achieved success and built a portfolio of at least $250,000. They’ve done a great job saving but prefer to delegate the complexities of managing their wealth and retirement planning to experienced professionals.
If we’re not the right fit for you, we’ll gladly answer your questions and connect you with someone who can help. Don’t hesitate to reach out today to explore what’s possible for your financial future.
What Fees can I expect?
Answer
Do you offer proactive tax planning?
Answer
Yes! Your CPA is excellent for accounting for what happened last year. Often, they don’t work on limiting your tax liability in the future.
At Babin Wealth, we help you look at the big picture and offer strategies to optimize your spending and saving for tax efficiencies. You (or your CPA) will still be responsible for filing your return.
Where is my money held?
Answer
When working with an independent financial advisor, it’s essential that they utilize a third-party custodian to safeguard your assets. In our pursuit of the best custodian for our clients, we are proud to partner with Altruist. Altruist is a modern custodian that provides the latest in financial technology. Their platform helps us work more efficiently and reduce costs, enabling us to provide you with the best service possible.
