So, you’ve become a client, now what?

We are so grateful that you have decided to work with us and we look forward to getting to know you in the days, months, and years to come! We deeply value our clients as they move through different phases of their lives and we want to be there with you through every step. 

The ethos of Centered Wealth comes from our driving principle that when we imbue our financial decisions with our personal values, we come to embody a sense of grounding and purpose. The experience of ‘Centered Wealth’ isn’t a singular endpoint; it's an experience of resiliency that we cultivate together over time. 

Because our focus is on helping our clients identify their financial goals and then bring those goals into alignment with their values, our process can sometimes take a little longer than a traditional financial planning or investment portfolio process. We want to be sure that the investment choices that we make on your behalf will serve you well in the long term. We are committed to getting to know you so that we can make informed investment and planning recommendations for you that will serve your needs and how you wish to see those needs met. 

Once we’ve settled into a routine with you, we’ve chosen an investment allocation, and we have a clearer understanding of your long-term goals and values, we’ll reach out every six months to check in with you and offer to meet. We like to keep communication open, but don’t feel pressured to stick to an exact schedule with us. Six months is our rule of thumb, but we encourage our clients to reach out any time they have questions. We’re always just an email or phone call away.

Speaking of email… It's our preferred method of communication! We will normally reach out by email first and if we can’t reach you, then we will try by phone. 

Thank you so much again for placing your trust in us! We look forward to getting to know you! If you’re not sure who to reach out to for a request, send your request to info@centered-wealth.com and we will help you find the right answer.

In the long term, we hope that our clients feel grounded and empowered. We are your advisors, but also want the opportunity to be your cheerleaders, confidantes, and friends. We’re here to help you meet your goals and to usher a new phase of financial wellness into your life and into the world.