Our Approach
Our Wealth Management Process
JCV Wealth Management when mapping out your financial future will take a holistic approach to planning. We are with you every step of the way providing key knowledge, personal care, and innovative solutions. Our team deeply understands the challenges associated with protecting and preserving wealth and provides solutions to solve the problems that are important to you personally as well as the family.
Discovery Meeting
During this meeting, we will identify and consider all the factors, challenges, concerns, interests, and aspirations that are most important to you. The more we know, the more we can help you.
Wealth Plan Meeting
After analyzing the information, we gathered we present our analysis of your current situation (part one) and our recommendations for how we can align your finances to achieve your goals and priorities.
Mutual Commitment
We’ll commit to each other to work together toward reaching all that’s important to you. We should mutually agree on how we will communicate and how often we will meet. We discuss the planning process, fees and answer your questions.
Financial Planning
Financial planning is about making sure all your assets are supporting your life. We help you in 7 areas of financial planning: Cash flow and budgeting, Retirement Planning, Investment Management, Savings, Education, Insurance, and Estate planning.
On-going Progress Meetings
Creating a plan is not enough. Our commitment is to help you install and execute your plan, monitor the results, and adjust as needed. Your life will change over time and so will your financial situation and priorities.
JCV Wealth Management can help anyone needing to secure their financial future. We service any client who needs financial planning to take advantage of growth opportunities in the financial markets within a sound financial strategy.