INNOVATIVE SOLUTIONS
FOR LONG-TERM SUCCESS
OUR APPROACH
Why 1522 Financial?
If you’re looking for a personalized, detailed approach that helps simplify your financial journey and prioritizes your unique goals, 1522 Financial is the partner you're looking for.
Here's how we stand out:
Evidence-based investment strategies: Our strategies are grounded in academic research, ensuring that our investment decisions for you are well-informed and thoughtful, rather than based on speculation.
Integrated financial and tax planning: We aim to align your financial planning with tax strategies, providing an exhaustive approach that considers the tax ramifications of our recommendations.
Time for what matters: Our services are designed to free up your time, allowing you to focus on family, travel, and other priorities while we manage your financial plan.
Support for loved ones: We provide guidance to ensure that your spouse and heirs are supported in the event of the unexpected.
A fiduciary commitment: As fiduciaries, we are obligated to act in your best interests, committed to transparency and ethical service.
We set intentional meetings throughout the year to evaluate progress, reevaluate goals and strategies as needed, and check in to see how you are doing. In between meetings, we’re always there for you, just a phone call, email, or cup of coffee away.
Active Monitoring & Full Circle Wealth Management
STEP 6
Financial planning is a dynamic and never-ending process. We continually monitor your progress, provide ongoing management, and adjust strategies when life throws inevitable curveballs. You’ll have regular check-ins to evaluate your goals, plus you’re welcome to contact us any time.
Implementation
STEP 5
We’ll implement your financial plan over time by deploying the agreed-upon strategies and investment approach. We aim to ensure everything aligns with your objectives and works seamlessly to build your wealth.
Launch and Strategy Design
STEP 4
This is a journey, and we are along for the ride! We’re excited to join you and work with you! We put our relationship, services, and fees in writing for you in an agreement we both sign. It includes disclosures of conflicts of interest and anything you would need to know to make an informed decision.
We will also prepare any necessary paperwork to open or transfer accounts, identify beneficiaries, attorneys, CPAs, and other important parties, etc.
Tailored Proposal
STEP 3
Based on our discovery, we’ll present a transparent proposal. This proposal includes our recommended services, expected impact, and a breakdown of any fees so you know exactly what to expect before you commit.
Every client is different, and so are our solutions. Our second meeting is also a no-cost, no-obligation appointment designed to understand your needs, thoroughly discuss your situation, and get abundantly clear on your goals, concerns, and expectations. After all, a doctor doesn’t prescribe medicine before the diagnosis! This phase allows us to create a potential strategy centered around your objectives.
Meaningful Discovery
STEP 2
Every individual and family has dreams, and we want to know yours! We start with a simple, no-cost, no-obligation meeting to understand your financial goals and determine if we fit your needs. We work best with clients who actively seek our support, value our assistance, and align with the expertise and solutions we offer. The initial meeting is to ensure those are in alignment. If not, we’ll help you find the right resources to get started.
Who You Are and What Fits
STEP 1
Our objective is for you to meet your financial goals and to rest assured, knowing that you have a sound strategy in place. You are at the heart of your financial journey, and our goal-driven approach ensures that the plan is tailored to fit you and your unique aspirations.
We aim for simplicity, think creatively, and provide flexibility to meet our clients' needs. Our time is our most valuable asset, and investing quality time in our clients is our passion and why we do what we do!
MAKING YOU SUCCESSFUL
READY TO WORK TOGETHER?
Our passion is delivering innovative solutions to help you meet your financial goals!
Our 6-Step Approach
Sound financial decisions begin with a well-crafted plan developed by thoroughly understanding your goals and aspirations. We get to know you through our personal approach and multi-step process to fully understand what you want most out of life and then build a foundation that moves you forward.