© 2019      |     WealthPlan Advisors     |     7272 E. INDIAN SCHOOL RD., SUITE 103, SCOTTSDALE, AZ 85251     |     480.505.0234

Our Process

WealthPlan Advisors 4 Step Process

Formulate a Plan

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Mutual Commitment

3

Review and Revise

4

2

Meet with an Advisor

1

During this meeting, we will gain an understanding of your personal goals, current financial situation, investment experience and risk tolerance through questionnaires and interviews. 

After your meeting, we will take your information and come together as a team to create an in-depth financial plan including short and long term goals.

We will present our recommendations to you, answer your question and outline the steps we need to take to implement your plan.

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Once we have implemented, we will monitor your investments and meet with you regulary. As life changes so will your plan. 

CONTACT US

ARIZONA | NEVADA | UTAH | MISSOURI

Scottsdale Corporate Office

at the Scottsdale Financial Center III

 

7272 E. Indian School Rd. 

Suite 103

Scottsdale, AZ 85251

 

Tel: 480-505-0234

Fax: 480-505-0239