Our Process

Our approach is different, yes we manage your wealth, but we don’t begin with dollar amounts. Instead, we start by listening to you.

Telling us what’s important to you now and what’s important to you next (WIN-WIN) allows us to create financial strategies tailored specifically to you and your life. It allows us to make intentional decisions with you that can lead to a life of abundance based on financial stability and peace of mind. Our process is a roadmap that ensures we know you well enough to do our best work for you.

Step 1 - Discover
Our in-depth discovery process gives you the time and space to tell us who you are, what motivates you, and what you’re concerned about.
- How do you define wealth?
- What does financial freedom mean to you?
- Tell us about your goals and what is important to you?
- What do you need your money to do for you?
- What keeps you up at night?
- What makes you feel financially stable?
- What is important to you NOW? What is important to you NEXT?
Step 2 - Plan and Commit
Using the information gathered in the discovery process, we provide a complete picture of your current financial health, and we chart a course for pursuing wealth goals.
Now it’s time to decide if we have what it takes to work together to pursue your goals. Are we the right fit for you? Are you the right fit for us? Once we have answered these questions and decided to work together, you become a client of Silver Sail Wealth Advisors.
Step 3 - Coming Aboard
Once we agree that a collaborative relationship is beneficial, we welcome you as a client. Our team then guides you through the process to begin working together and make your transition seamless.
Step 4 - Navigation
Once we agree that a collaborative relationship is beneficial, we welcome you as a client. Our team then guides you through the process to begin working together and make your transition seamless.