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How We Work

We believe in financial planning first, and that planning and investment management go hand in hand. We start all engagements with our financial planning process, and then move into investment management as part of implementing your financial plan. This allows us to make recommendations that are truly in your best interest when it comes to managing your investments and making financial recommendations.

Here is what to expect in your first 45 days of working with Resilient Wealth Planning:

Step 1: Discovery Meeting

An easy-going, 30-minute meeting to learn a little bit about you, identify your pain points and to see if we could be a good fit. If you agree to work together, we'll send you an onboarding questionnaire to get things started.

Step 2: Fact Finding Meeting

This is a 60 - 90 minute meeting, where we'll introduce you to your personalized financial website and show you how we utilize our financial planning software. We'll also take this time to review your goals, values, and financial data.

Step 3: Plan Development Meeting

This is a 60 - 90 minute meeting to fine tune your data before we finalize your plan. We provide you with a Net Worth Review, Insurance Analysis, and Liquidity review during this meeting as well. 

Step 4: Plan Delivery Meeting

This is a 60 - 90 minute meeting where we deliver your financial plan. We'll go over all recommendations in depth, and provide you with an easy "Next Steps Checklist" to implement your plan.

Early Wealth Builders

Early Wealth Builders

You're in your 30s, you've got a handle on cash flow and debt, but you're ready to take it to the next level. You value working with a trusted professional, and you'd like to have someone manage your investments for you. You might have an old 401(k) plan lingering out in limbo or a lump sum you're willing to invest. We'll take the worry out of making sure you're making the right financial decisions.



What We Can Accomplish:

  • Review all current investments
  • Identify your risk preference & risk capacity 
  • Determine the goals of your investment account(s)
  • Determine how much you need to save to retire by your target retirement age
  • Identify how much house you can afford
  • Decide if it makes sense to contribute to pre-tax or post-tax retirement accounts


A $5,000 investment minium is required for this tier as well as a minimum investment of $50/month contribution into your account. 

Wealth  Accumulators

Wealth  Accumulators

You're likely in your 40s or 50s and you're ready to start getting serious about retirement, but you have no idea whether or not you're on track to reach your goal. Maybe you don't quite know what your goal is. We'll provide clarity and help relieve any fears or stress related to this next chapter of life. You'll feel confident that you've planned for the uncertainties ahead.



What We Can Accomplish:

  • Conduct a retirement check-up: Are you on track to retire at your desired goal?
  • Determine what changes need to be implemented to reach your retirement goal
  • Make sure you're properly insured
  • Make sure your emergency fund is fully funded
  • Determine if you're saving enough for your children's education

Pre-Retirees & Retirees

Pre-Retirees & Retirees

For those 55+, you've done all the work, now it's time for you to enjoy the retirement you envision. Pass the reigns onto a trusted teammate who works in your best interest. Together we'll create a road map to make sure you live a stress-free and meaningful life. We'll make sure all of your financial strategies align with your values and help you live the life you've worked so hard for.



What We Can Accomplish:

  • Custom Retirement Income Distribution Plan
  • Customized Investment Strategy
  • Review of tax returns and custom scenario analysis
  • Long-Term Care Planning Strategies
  • Tax Efficient Planning
  • Optimization of your Social Security Benefits
  • Meaningful Legacy Planning