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Our Process

Our Process

 


What to Expect when working with Turquoise Wealth Management   OUR PROCESS

We typically meet with new clients several times in the first couple months. This helps us speed up the process getting to know each other and allows us to build your financial plan that truly reflects who you are as an individual. 

Why start with a plan: 

Each relationship begins with a financial plan. Just as you can’t type into Google Maps “take me to the best place” and expect Google to know where that is; until we know who you are and what you’re trying to do, we can’t advise you on the best strategies to help get you there. I had a science teacher in high school who vacationed with his family in Florida. He drove his wife and kids crazy because he wanted to stay on the back side of the hotel or far from the beach so he could be close to the inland boats and easily access swamp areas to explore. His family on the other hand, preferred to spend all day at the beach. Everyone is different and has a unique definition of success and unique goals. Each client also has unique asset types and income streams, as well as various responsibilities. No two clients are the same. This is why we first work with you to build a financial plan, creating a road map for us to get you from A to B. From that baseline, we can help guide and advise you on a multitude of decisions and only recommend solutions that actually solve a problem you have.


 

Turquoise Wealth Management
300 Main St. Suite 600
Lafayette, IN 47901
Phone: 765-637-7920

   
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.  Cambridge and Turquoise Wealth Management, LLC are not affiliated.