OUR PROCESS
At Perfected Wealth Management, we believe great financial planning begins with truly knowing you. Our process blends sophisticated planning with genuine relationship, helping families in Fullerton, greater Orange County, and across the nation build strong financial foundations.
As Stephen Covey said, “Begin with the end in mind.” That’s exactly what we do — start with your goals and build a roadmap that gets you there.
Step 1: The First Meeting — Getting to Know You
Our first conversation is all about you. We want to understand what matters most — your family, career, dreams, and even the small details like hobbies and interests. The better we know your story, the better we can build a Wealth Plan that reflects it.
Step 2: Building Your Wealth Plan
With your story in hand, we design a plan tailored to your goals and investment personality. Our Investment Committee helps shape a portfolio aligned with your values. We also coordinate with your CPA and attorney when needed to address tax or estate considerations.
Step 3: The Presentation
We walk you through your financial plan in detail. Every recommendation comes with a clear explanation of the “why” behind it. We make sure your questions are answered and you feel confident moving forward.
Step 4: Ongoing Partnership
Planning doesn’t stop after the first plan is built. We stay actively engaged, reviewing and updating your Wealth Plan through regular meetings — in person, virtually, or by phone. This ensures your plan grows and adapts with you.
Let’s pursue your financial goals, together.