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CREATIVE | COMPREHENSIVE | CREDENTIALED

The Divergent Approach

We build efficient processes and meticulous checklists - and we are good at it. 





Complimentary | COLLABORATIVE | consultation

Pre-client Interview Process

3 simple steps


1

Interview Us

NOT ALL ADVISERS ARE CREATED EQUAL & IT'S IMPORTANT TO UNDERSTAND WHY.

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2

Try before you buy

EXPERIENCE OUR APPROACH BEFORE YOU COMMIT TO WORK WITH US. 

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3

Seamless Transition

THE WHITE-GLOVE SERVICE YOU KNEW EXISTED, BUT HAD YET TO FIND.

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innovative | Comprehensive | collaborative

Client Engagement Process

The process begins with the creation of your


A state-of-the-art custom planning framework

Together we'll build a customized financial model of your future that encompasses any financial goal you can dream up. The plan will be stress tested against the most common major threats and customized with you to create specific what-if scenarios. 

Your Signature Planning Framework will be used as the foundation for you and your Divergent Wealth Family CFO, to make the most important financial decisions throughout your lifetime.


3 Repeating Steps


1

IMPLEMENTATION

SIT BACK AND RELAX WHILE WE TAKE CARE OF EVERY DETAIL. YOU FOCUS ON YOUR FAMILY WHILE WE FOCUS ON YOUR FUTURE.

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2

MONITORING

NO NEED TO WONDER IF YOUR PLAN IS STILL ON TRACK. YOU NOW HAVE A FINANCIAL TEAM WHO EXCELS IN DETAIL MANAGEMENT. 

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3

Improvise & ADAPT

FINANCIAL PLANNING IS NOT A ONE-TIME EVENT - IT'S A PROCESS THAT MUST BE REFINED OVER TIME. WE MAKE THAT HAPPEN.

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Schedule Complimentary Meeting

385-237-4000