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Our Process

Our 5-Step Process for Financial Planning and Tax Investment Strategies

Determining how to manage your money entails much more than crunching numbers on a piece of paper. Your wealth equals your financial freedom. And, financial planning and wealth management is not black and white but includes shades of gray and other colors that make up your life story, goals, and aspirations. In seeking that financial freedom, you are entitled to independent advice from a professional who operates through an independent channel. A professional who sees you as a person, not as a monetary figure.

And that is what you’ll find in us.

Pantheon Wealth Planning aspires to be the team you choose for your financial planning and tax investment strategy needs. Our personal yet professional process outlined below gives you an idea of what to expect from the moment you walk in our door.

1. FIRST, WE MEET…

We want to make sure we are the right team for you. This one-hour complimentary meeting helps us mutually evaluate your financial goals and how they align with what we have to offer.

2. NEXT, WE DEVELOP A MUTUAL UNDERSTANDING…

A successful working relationship depends on us understanding each other. We must develop a client-planner partnership in which you feel safe to ask questions and receive direct, honest answers. At the onset of our relationship, we’ll ask you to define your needs, desires, and expectations. We’ll also outline our responsibilities and expectations, giving you clarity and providing a mutual understanding for all as we move into analyzing your situation.

3. WE ANALYZE YOUR SITUATION TOGETHER…

After understanding the breadth and depth of your current financial situation, we collaborate with you to gather the important information needed to develop a workable plan. The information you disclose is closely analyzed so we can perform research to decide a recommended path for you.

4. THEN, WE DEVELOP YOUR STRATEGY…

You are unique, and so are your financial goals. Once we evaluate your entire situation, including financial goals and emotional desires (e.g., how you feel about your money, what you want to pass on to your children, etc.), we customize a thorough financial and/or investment plan that is your personal blueprint to pursuing your dreams. Your input is a respected part of this stage, and knowing your concerns and thoughts helps us develop a comfortable strategy for you.

5. AND FINALLY, WE EFFICIENTLY EXECUTE YOUR FINANCIAL PLAN…

We coordinate with other professionals, such as your attorney and CPA to maintain the health of your plan and to keep you informed. These meetings ensure we employ a streamlined process, which allows for the efficient execution of your overall financial plan.