PYA Waltman’s financial planning process helps you navigate life’s changes, set goals, and stay on track with a personalized, evolving strategy.
What does financial planning look like at PYA Waltman?
Very simply, we journey through a process that uncovers where you are today and where you hope to be in the future in order to chart a course that will ultimately deliver you to your intended financial destination. Setting goals is only one half of what can end up being a very complicated equation. Between career changes, abrupt life changes, and altered goals – it is important to collaborate with a firm that is prepared to guide you through the unexpected. After all, your financial plan is living, breathing, and evolutionary. The team at PYA Waltman can guide your progress in a way that accommodates these adaptations, while keeping you on the path to long-term success.
The process is broken down into several well-defined areas, all addressed during the initial engagement phase (a series of meetings over several months):
Every step to this process ensures that your goals are met, both personally as well as financially. After establishing your initial plan, we revise it annually as your life changes.
Our experience as financial advisors over the years has shown that the most effective way to help a client realize their financial ambitions is by understanding who they are, what they value, and how they dream for the future. Values-based planning allows our team to connect with clients on a level that encourages collaborative conversations and trustworthy relationships. Not only does this unique approach allow for collaboration between our team and our clients, it gives us the opportunity to provide clear answers to the most common question we receive as financial advisors – Will I be okay?
Whether you happen to be a young single professional, a family man or woman in middle-age, or a key decision maker in your business, PYA Waltman offers values-based planning solutions that consider your entire life picture, not simply a financial snapshot. The end result? A firm grasp on your finances, and an overwhelming affirmation, Yes, you will.