Our Process

Symmetry Wealth Advisory Group is an independent financial services firm built on the premise that our clients are our most valuable asset. We provide an all-encompassing wealth planning experience and believe that no matter what level of services our clients require, it is our responsibility to understand their needs, goals, and aspirations. Our process entails four key steps:

Step 1: Discovery

We ask myriad questions and actively listen as you share with us your unique situation. Only after we understand both the concrete and intrinsic elements of what makes up your financial world can we begin our thorough analysis.

Step 2: Analysis

Once we have completed the Discovery process, we analyze the information and determine your past investing experience, where you are today, and where you want to be tomorrow. We strive to identify missed opportunities and eliminate potential obstacles that could make it difficult to reach your ideal financial destination.

Step 3: The Plan

After thoughtful discussion regarding your priorities and a detailed analysis of your current and future finances, we present our recommendations in an actionable, written plan. We make sure that you clearly understand the reasoning behind our recommendations, and the developed plan will serve as our shared roadmap to reference as we pursue your objectives. We work together to implement strategies that will help you move toward your goals in a prudent and meaningful way.

When crafting our plans, we use state-of-the-art planning tools including technologies, such as Riskalyze and eMoney, that allow us to make changes in real time according to the markets. In the past, financial planning was a static process, but today we are able to create dynamic, ever-changing investments with our clients.

Step 4: Implementation

Lastly, we implement your financial action plan. This may be the most meaningful step because it is the real payoff to a transparent and succinct effort to make your life everything it can and should be. Once implemented, we monitor your plan on an ongoing basis and make changes as necessary.