Our Process

Working with Ventus Wealth Management

Specialty Financial Planning & Investment Management

Ventus Wealth Management uses a repeatable and process-focused financial planning framework to bring value to our clients.

Every prospective client engagement starts with an initial Free Consultation, where we listen to and understand your unique circumstances in a conversational manner. This meeting is not a hard-sell pitch – you will do most of the talking!

First Steps

Our first interaction will be a virtual Free Consultation via video conferencing or telephone.

We will talk about your financial circumstances and goals.

The entire goal of this meeting is to determine fit and compatibility between our firm and you. If we are not a fit, we will help you find a firm that is.

Analysis

We utilize a 3-4 meeting initial analysis process to determine your present financial situation and how to best move forward

These meetings are all conducted virtually:

  • First Meeting: Core Values, Cash Flow, Debt Strategy
  • Second Meeting: Goals and Goal Price Tagging
  • Third Meeting: Investments, Insurance, Estate Considerations
  • Additional Meetings: As Required

The analysis phase is heavy on data gathering and takes 3-6 months, depending on complexity and client responsiveness.

Application

Our thorough analysis period leads to a series of action steps to correct or improve your financial situation. 

For Ongoing clients, we provide behavior coaching and accountability through regular check-in emails and phone calls during initial application. We have found regular communication maximizes implementation and adoption of our recommendations. 

Our One-Time clients have complete access to our analysis but are responsible for self-implementation, application, and beyond.

Automation

Financial planning is a continuous process that requires consistent monitoring and updating.

After initial analysis and application, we systematically monitor performance of our recommendations through technology solutions and regular meetings with our clients:

  • Semi-Annual Virtual Meeting: Video or phone call twice per year – spring and fall.
  • Off-Quarter Communication: Email or phone call check-in to see how things are going – summer and winter.
  • Available at anytime for additional questions and analysis.
In addition, we provide professional-level Investment Management as the perfect complement to Ongoing Financial Planning. Client portfolio selection, monitoring, and rebalancing is completely aligned and integrated with the entire financial plan.

Amplification

True wealth is more than a number and includes – experiences, relationships, and health. Our clients do see increased net worth but the wise use of finances is a tool for achieving ends and goals.

With consistent, focused effort and a strategic approach to personal finances, our clients amplify their wealth:

  • Enjoying travel, recreation, and experiences today through safe spending.
  • Giving to children by paying for college.
  • Achieving a high lifestyle dream retirement through saving and investing.
  • And more!