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.
Once we have a great understanding of you, only then can we begin to assess your financial needs and desires.
One of the greatest challenges that we see is that most people don't know where they are today and cannot articulate what they want their ideal future to look like. However, they usually know what their values are and what brings them joy. This serves as a great starting point as we work with you through a collaborative process to help you uncover what you would like your ideal future to look like.
Once this is known, we create a dynamic plan that seeks to protect your needs now, and that plans for your ideal future, in a manner in which leverages the financial tools available to you. It is our goal to assist you in building a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
So what are the next steps?
1. Introductory Meeting
In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. 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 goals, 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 goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.
4. Ongoing Support & Advice
Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.