Merit Wealth, LLC

Our Process

Our Comprehensive Process...Focused on You

We are passionate about working with our clients and helping them achieve their most important goals. Our three-phase approach to financial planning makes it easier to build, manage and protect your wealth, one step at a time.

Phase 1:
We Organize

We'll take the time to get to know you: where you are now and where you want to go.

Phase 2:
We Plan

Once we can see the whole picture, we'll build a plan that works for you.

Phase 3:
We Manage

Once your initial plan is in place, we'll find opportunities to improve and optimize.

PHASE 1

We Organize

MONTHLY MEETINGS

FREQUENT CHECK-INS​

LOTS OF MOVING PARTS​

PHASE 2

We Plan

QUARTERLY MEETINGS

FREQUENT CHECK-INS​

GETTING THINGS DONE

PHASE 3

We Manage

2+ MEETINGS ANNUALLY

CHECK-INS AS NEEDED

MOMENTUM & PEACE OF MIND

Ready to see if we are a good fit?