At Barker Wealth Management, LLC, It Starts with You.
We always start by learning WHO you are, WHAT is most important to you and WHY you do what you do.
Tell us where you want to go, and we'll work with you to create a plan that provides you with a life of abundance. As your life changes, we'll adjust your plan so it better aligns with your new path.
Are you ready to build generational wealth that will stand the test of time?
The next steps:
1. Introductory Meeting
In our first meeting, we'll identify your goals, priorities, preferences, and any challenges you face. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.
2. Exploration & Preliminary Planning
After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial aspirations, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.
3. Detailed Planning
Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial aspirations. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles and live your ideal life.
4. Ongoing Guidance & Advice
Life is constantly changing, and your goals will too. When new priorities lead you in a different direction, we will walk with you on your journey and ensure that your plan adapts to your new life.
