Sunstone Process
Sunstone Process
Bringing Life To Your Plan
Sunstone Wealth Strategies was born of the idea that everyone deserves a lifetime of financial fulfillment.
Through our Process, we help you actualize your financial goals with education to empower your decisions; synergy that comes from true alignment; and advice to navigate your financial journey.
Learning - Goal setting and data gathering
Where are we going on this journey together?
We get to know you, what drives you, your money motivators.
Modeling - Forecasting and organization
We analyze the financial data you provided and return a macro view of your financial ecosystem. Includes Net Worth estimate and risk analysis.Insights - Discussion of economic catalysts: cashflow, assets, liabilities, taxes, etc.
We help you make foundational improvements to your risk and cashflow strategies.
Synergy - Wealth accumulation strategies: investment, retirement, estate planning
Foundation laid, we can move forward with advanced wealth strategies to increase the efficiency and velocity of your money.
Monitor & Adapt - Portfolio Management: Adapts as your life changes
Routinely track progress and growth against goals, adjusting as needed. Iterative and adaptive replanning.
Wealth Strategies that Grow with You
A financial strategy is only effective as long as it aligns with your current financial situation. But your financial life is a living thing, constantly shifting and changing. Your assets and net worth may grow or decline. Your financial goals will shift. And your financial strategy should be able to grow and adapt as well.
At Sunstone Wealth Strategies, we help individuals, families, and businesses alike develop long-term, adaptable wealth management strategies. Our proactive approach and attention to detail makes it possible to adjust and pivot your financial plan quickly, constantly keeping it aligned with your current needs.
We offer a comprehensive list of financial services to help you effectively manage all aspects of your finances, and ensure that they’re all working together to drive you towards your goals at any given time.