Our personalized process creates a financial plan as unique as your future.
Our Process
At Camriel Advisors, we understand that every family is unique. That’s why our process is designed to create a financial plan tailored to your specific goals—whether it’s saving for your children’s education, preparing for retirement, or protecting your family’s financial legacy.
Vision and Values Meeting
We start by understanding your family’s priorities, goals, and concerns. This foundational meeting helps us get a better picture of what matters most to you, like funding your child’s college education or planning for a legacy for your children.
Discovery Deep Dive Meeting
In this session, we gather all the details—your financial documents, investment accounts, and even those big dreams for your kids’ future. If needed, we’ll collaborate with other professionals, such as your CPA or estate attorney, to ensure we have a complete picture.
Financial Blueprint Review Meeting
Using cutting-edge financial planning tools, we’ll evaluate your current situation and explore scenarios to ensure your plan works for your family now and in the years ahead. Together, we’ll map out retirement savings, analyze 529 plans for education funding, review tax implications, and more.
Pathway to Success Meeting
This is where your plan comes to life. We’ll present actionable strategies tailored to your family’s goals, with a clear implementation timeline. From here, you’ll know exactly what steps to take and how we’ll support you along the way.
Progress Pulse Meetings*
Life doesn’t stand still, and neither should your financial plan. We’ll check in regularly to review your progress, make adjustments, and ensure your plan stays aligned with your family’s evolving needs—like a new addition to the family or changing career goals.
*for clients subscribed to Ongoing Financial Planning and Wealth Management services.