The Lifestyle Guardian Approach
Olympus Wealth Partners are your Lifestyle Guardians working to protect your wealth, lifestyle, and legacy.
1. The Introduction
We look forward to meeting you and getting to know you! During the introductory meeting, we will establish an open and candid dialogue to understand your unique needs and aspirations. We will also provide you with an overview of the comprehensive services we offer to our clients. We appreciate the opportunity to engage our clients in thought provoking discussion to establish a trusted and open line of communication. Our goal is to demonstrate our commitment to fully appreciate your vision and expectations.
2. Discovery & Due Diligence
The due diligence phase is essential to understanding the individual components that comprise a well-executed financial plan. This research phase involves the collection of information and data on assets, investments, liabilities, goals, and objectives. Together, we will review your current financials, budget, insurance coverages, short-term and long-term goals, generational planning objectives, and the protection of your assets. We will complete a thorough analysis of income and expenses, make necessary financial projections, and evaluate your risk tolerance.
Upon completion of the due diligence phase, we will review the findings and begin to coordinate a detailed plan of action tailored to your specific objectives. Our team will draw upon the expertise of highly specialized professionals across a spectrum of disciplines to ensure careful collaboration. We will create a dynamic plan that incorporates your vision for the future --- all of the expected milestones in life, and provisions for the occasionally unexpected ones too. Proper planning will work toward ensuring the protection and preservation of your assets and your legacy for many generations to come.
Together, we will evaluate every element of your customized, comprehensive wealth management plan to ensure that you are confidently working with us to make educated decisions. We unequivocally believe that knowledge is an important tool and an essential part of actively participating in the implementation of your strategic plan. We take pride in engaging our clients in a productive and interactive conversation. We value your input and will strive to build a relationship built on communication, integrity, and trust.
5. Implementation & Continued Support
Wealth management and preservation is an ever evolving process. Every solid plan requires continual monitoring and timely adjustments to ensure that the provisions are working to meet your expectations and adapt to any changes in course. It is a privilege to have the opportunity to work with you and we look forward to serving many generations to come. Olympus Wealth Partners, Inc. is your “Lifestyle Guardian” — working to protect your wealth, lifestyle and legacy.