BLOG

FILTERS
  • Date
  • Category
  • Author
Our Process video thumbnail image

Our Process


Wouldn’t it be great if we had a crystal ball that could read your future? Letting you know that all the decisions you’re making right now will set you up for success for years to come? Unfortunately, that’s something we only see in the movies. But what we can do, is create a financial plan to help you get to your dream future.

At Di Silvio Wealth Management Group we do that with a tried-and-true process.

  • First, we’ll meet in person to go over the ins and outs of your current financial plan.
  • We’ll chat about your future goals for you and your family, and determine what areas need to be addressed and any changes that might be needed. We will need some statements and financial documents from you. We understand that collecting information can sometimes feel overwhelming. But it’s crucial that we understand where you are to help chart a course for where you’re going. So our team is here to help streamline all of that.
  • From there, we’ll meet throughout the year to go over your plan, taking a close look and making sure it’s working for you, while making adjustments when needed.
  • As time goes on, we’ll explore other important areas like insurance protections, estate planning, college savings and retirement plans. And if possible, we’ll keep adding to your investments, even if it’s just an additional $100 a month, a little goes a long way.
  • You will have a team built around you, to support your journey as we collaborate with your tax and legal counsel. It’s all part of our plan to help give you clarity for your future and stress-free view of what’s to come. Give us a call so we can get started today.

At Di Silvio Wealth Management Group, we’re helping you to realize your future.

TAG CLOUD

DiSilvio Wealth Management Group logol DiSilvio Wealth Management Group logol