Astraea Wealth
- Who is Astraea?
- Nuggets of Knowledge
- …
- Who is Astraea?
- Nuggets of Knowledge
Astraea Wealth
- Who is Astraea?
- Nuggets of Knowledge
- …
- Who is Astraea?
- Nuggets of Knowledge
Process
1Let's talk
This is a relationship that affects your personal financial well being. Our purpose is to understand you as the unique person that you are and to empathize with your individual financial needs and circumstances.
What are your concerns? What is happening in your life right now?
Let's identify where you are, where you've been, and where you want to be.
2Focus on the positives
Review where you are in your financial journey, what postive steps you have taken in the past, and where there are areas for improvement.
Financial freedom is on ongoing process, and this step helps figure out the most productive next step for you.
3Make a plan
Meet and review multiple scenarios based on your financial hopes and dreams (goals)
Recommend strategies to empower you to make the best financial choices based on where you are, today, and want to be in the future.
Lastly, implement your informed choices. For comprehensive financial planning clients, Astraea will implement to the degree possible.
4Maintain or Adjust
Meet with you at least twice a year to check in and see how everything is going. As life changes, your plan will update, and Astraea is there with you no matter what the change is.
How frequently do we meet?
That's up to you. Best results are typically if we meet formally twice a year, but we meet more or less as you need.
In between, we chat about all the exciting things in your life via emails, quick phone calls, or video chats.
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Astraea Wealth Management LLC is a registered investment adviser registered with the State of Michigan. Registration does not imply a certain level of skill or training. We may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients.
The views and opinions expressed are made as of the date of publication and are subject to change over time. The content of this website is for informational or educational purposes only. Website content is not intended as individualized investment advice, or as tax, accounting, or legal advice. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. This information should not be relied upon as the sole factor in an investment-making decision. Website users are encouraged to consult with professional financial, accounting, tax, or legal advisers to address their specific needs and circumstances.
This website contains links to third-party websites. When you link to any of these third-party websites, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. We are not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, websites, information, and programs made available through this website.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.