At Bongard Wealth Advisory, we believe that every client’s journey is unique. Our process is built around a commitment to deeply understanding your financial aspirations and guiding you with a tailored, comprehensive approach.

With over 100 years of family history in the financial services industry, we bring a legacy of integrity, expertise, and dedication to each client relationship.

Step 1: Discovery and Goal Setting

Understanding You and Your Vision Our relationship begins with an in-depth discovery meeting, where we take the time to learn about you, your family, and your financial goals. This is more than an introductory meeting; it’s an opportunity to discuss:

  • Your personal and financial goals
  • Current assets, liabilities, and financial outlook
  • Investment preferences and risk tolerance
  • Any upcoming life changes or financial transitions

Through this collaborative process, we gain a holistic understanding of your current situation, future aspirations, and values. This insight allows us to develop a strategy that aligns with your unique goals.

Outcome: A personalized understanding that lays the foundation for a wealth management strategy tailored to your life.

 

Step 2: Creating Your Customized Financial Plan

Comprehensive Financial Strategy Development With a clear understanding of your objectives, we create a comprehensive financial plan that integrates all aspects of wealth management:

  • Investment Strategy: Tailored portfolio recommendations designed to align with your goals and risk tolerance.
  • Financial Planning: An adaptive financial plan, addressing your income, expenses, and milestones.
  • Tax and Estate Coordination: Collaborative planning with tax and legal advisors to ensure your strategy is cohesive and tax-efficient.
  • Risk Management: Review of your insurance and protection needs to safeguard your wealth and provide peace of mind.

Each financial plan is a dynamic roadmap, crafted to support both your current needs and long-term ambitions. With adaptive planning at its core, our strategies evolve with you.

Outcome: A cohesive, actionable financial plan that reflects your values and priorities.

 

Step 3: Implementing Your Plan

Putting Your Strategy to Work Once you approve your customized plan, our team begins the implementation phase. This involves setting up accounts, executing investment strategies, and ensuring all aspects of the plan are put into action smoothly.

We coordinate with legal and tax professionals to provide seamless integration of each element, such as:

  • Setting up accounts and executing initial portfolio investments
  • Managing asset allocation and rebalancing
  • Coordinating with other advisors to align legal and tax strategies
  • Our goal is to bring your plan to life effectively, efficiently, and with meticulous attention to detail.

Outcome: A fully implemented financial strategy aligned with your life goals, ensuring each component is working toward your success.

 

Step 4: Ongoing Management and Proactive Adjustments

Adapting Your Plan as Life Changes Financial planning is not a one-time event. We conduct regular reviews and adjustments to keep your plan aligned with your evolving needs and market conditions. Our ongoing management includes:

  • Regular Portfolio Reviews: Detailed performance analysis to keep your investments aligned with your strategy.
  • Life Changes Integration: Adapting your plan as personal or financial circumstances shift.
  • Market Insights and Proactive Adjustments: Navigating market shifts with proactive adjustments to protect and grow your wealth.

We stay in close communication with you, ensuring you’re informed and confident in every phase of your journey.

Outcome: A responsive, adaptive financial plan that grows with you, providing stability and confidence through every life stage.

 

Step 5: Accessible and Transparent Communication

Your Trusted Financial Partners At Bongard Wealth Advisory, we believe that transparent and proactive communication is the foundation of a lasting relationship. Our commitment includes:

  • Regular Check-ins: Consistent updates on your portfolio, market insights, and financial progress.
  • Open Access: We’re here when you need us, whether it’s for a financial update, an in-depth review, or just peace of mind.
  • Annual Strategic Reviews: We ensure your financial plan remains aligned with your life, adjusting as needed.
  • With our team, you have dedicated professionals by your side, ready to support and guide you whenever you need.

Outcome: Peace of mind knowing your financial needs are met by a team that truly understands and prioritizes your well-being.

 

Ready to Begin Your Financial Journey with Us?

We’re here to help you achieve your goals with a customized strategy, comprehensive planning, and dedicated support. Contact us today to learn more about how we can work together to build a prosperous future for you and your family.

 

Contact Us Today To Start Your Personalized Wealth Management Journey