At Summit Wealth Partners, LLC, we know it’s the personal touches that make financial planning truly meaningful. It’s about your dreams, the milestones you’re reaching for, and the individual journey you’re on. Our process celebrates your story, molding a financial plan that’s as enduring as your ambitions.
Discovery
It all begins with a chat, just like any good relationship. We sit down with you to really get to the heart of what you want out of life—now and in the years to come. What keeps you up at night? What are your dreams for the future, and the life you’re working towards? Think of it as the starting point of a financial map that we draw up together, just for you.
Our Discovery process sets the foundation of our relationship. At this point we have illustrated our value and agreed to commit to your financial success by providing comprehensive persanal advice. We are in listening mode – uncovering what matters most to you.
SHARI HOOPER, CSA®, BFA™
Senior Wealth Advisor
Analyze & Assess
Once we’ve got a handle on where you want to go, we dive deep into the nitty-gritty of your finances. We take a close look at everything from your investments to your insurance to paint a complete picture of where you stand financially. It’s all about setting the stage for a plan that can launch you toward your financial goals.
As a Certified Financial Planner for the past decade I have found great joy in collaborating with clients and uncovering the experiences that led up to this point. This discussion can sometimes sound like an assessment of ‘what’s working and what’s not’. By understanding prior decision making logic, we can prepare an evidence based approach as we analyzing forward-looking allocation and risk measurements.
CHAD LEATHERWOOD, CFP®
Wealth Advisor
Strategy Development
With a clear view of your financial landscape, we get down to business, piecing together a strategy that’s as unique as you are. This plan isn’t just a guide through the financial wilderness—it’s a living, breathing blueprint that evolves as your life does, designed to keep you on course no matter what.
Partnering with clients in the development of their financial plan is a process that evaluates the various strategies that could be applied to each unique financial circumstance, without leaving any stone unturned. There are countless financial strategies at our disposal, however, just because a strategy exists, doesn’t mean it’s best suited for each client. Even when a strategy is developed for a client, it may not necesarily be optimal to implement immediately. Often times, we find that certain milestones should be met first, before we proceed to implementing a given set of recommendations, based on our client’s goals and priorities.
JASON PRINT, CFP®
Co-President & CEO
Implementation
When you’re ready, we’ll help you set the wheels in motion by putting those carefully laid plans into practice, always with an eye on nurturing and protecting your wealth. And we’re not going it alone—we’ll be coordinating with the best specialists to make sure every move made is the right one for you.
Once a strategy has been developed, it’s ‘all hands on deck’, as we collaborate internally, to ensure every team member involved understands the role they play with our implementable plan. From your dedicated client service specialist, who ensures monthly income needs are met – to the trading team who implements and monitors your risk based allocation strategy; every team member plays a part in the financial success of our clients.
JEFFERY JANSON, CFP®, AIFA®
Senior Wealth Advisor
Review
We don’t just set your plan in motion and wave goodbye. One thing we know, the only constant is change. Your situation will change, the markets will change. We’re here for the long run, regularly checking in with you and tweaking things to make sure your financial plan keeps up with your life. It’s all part of our commitment to you and to keeping your financial story on the path to success.
During our review meeting our primary goal is to illustrate how we are tracking to plan and how certain factors, such as the economy and markets have impacted the desired outcome. We review all of the variables affecting your plan, taking into consideration what we can control and what we can’t. During this process we illustrate our ability to navigate during the good times and the bad times. Our philosophy is discpline-based, with the objective of making great long-term decisions. Nonetheless, as human beings we each have a unique perspective and risk tolerance as it relates to our personal finances – we all handle the ebbs and flows of the market differently. There is undoubtedly an element of emotion that influences our outlook, particularly during volatile periods in the market. Our periodic reviews include consideration, and sometimes adjustments, to individual tolerances, while we continue to plan and invest based on long-term objectives.
CHAD A. WARRICK
Co-President & CEO
