Our Process
We at Reatherford Wealth Management understand that every client's financial journey is unique, with distinct challenges and opportunities. That's why we are committed to following a personalized process tailored to help you achieve your specific goals and aspirations.
Our approach is built on a foundation of collaboration, transparency, and a deep understanding of your individual needs. We take the time to listen to your concerns, analyze your situation thoroughly, and work closely with you to develop strategies that align with your vision for the future. By fostering a trusting and open relationship, we ensure that every decision is made with your best interests in mind, guiding you confidently along your financial path.
We start with a laid-back discussion to understand your situation, challenges, and desired partnership. This collaborative process defines your wealth goals and your definition of financial success. Our team will then assess all aspects of your financial scope and test the viability of your goals under various assumptions.
Discovery
1
Now the fun starts. We discuss your values and priorities to create meaningful, measurable goals that align with your desired life. You share data for us to thoroughly evaluate your situation. Everything we do is purposeful—we explore opportunities, evaluate options, and identify potential pitfalls. This dynamic process crafts a wealth blueprint tailored specifically for you.
Analysis & Planning
2
After analyzing your situation, we present a one-page plan highlighting key observations and opportunities for improvement. At this meeting's end, we propose a partnership to implement personalized recommendations. There's no hard sell—take your time to decide if our offer suits you. Once the wealth blueprint is designed, a unique implementation plan follows. We'll guide you through the onboarding process, handling everything within our control and assisting with remaining tasks until your initial plan is fully operational.
Implementation
3
Your financial journey doesn't end with implementation. We continually monitor your portfolio and plan, making adjustments as needed to keep you on track toward your goals. Through regular reviews and open communication, we ensure that your wealth management strategies remain aligned with your evolving aspirations and life circumstances.
Monitoring & Optimization
4
At Reatherford Wealth Management, our commitment to your financial success is unwavering. We are dedicated to providing personalized solutions, transparent communication, and a partnership built on trust and expertise.
The RWM Promise
Discovery
We start with a laid-back discussion to understand your situation, challenges, and desired partnership. This collaborative process defines your wealth goals and your definition of financial success. Our team will then assess all aspects of your financial scope and test the viability of your goals under various assumptions.
Analysis & Planning
Now the fun starts. We discuss your values and priorities to create meaningful, measurable goals that align with your desired life. You share data for us to thoroughly evaluate your situation. Everything we do is purposeful—we explore opportunities, evaluate options, and identify potential pitfalls. This dynamic process crafts a wealth blueprint tailored specifically for you.
1
2
Implementation
3
After analyzing your situation, we present a one-page plan highlighting key observations and opportunities for improvement. At this meeting's end, we propose a partnership to implement personalized recommendations. There's no hard sell—take your time to decide if our offer suits you. Once the wealth blueprint is designed, a unique implementation plan follows. We'll guide you through the onboarding process, handling everything within our control and assisting with remaining tasks until your initial plan is fully operational.
Monitoring & Optimization
4
Your financial journey doesn't end with implementation. We continually monitor your portfolio and plan, making adjustments as needed to keep you on track toward your goals. Through regular reviews and open communication, we ensure that your wealth management strategies remain aligned with your evolving aspirations and life circumstances.
Check Us Out
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OUR OFFICE
316 S.W. Washington Street
Suite 1A
Peoria, IL 61602
OUR SOCIALS