About

Our Five Step Process

Step 1- Introductory

Our engagement starts with you. In this first meeting, we will be able to learn about your financial concerns and articulate how Longroad Wealth Managers may be able to assist you as your trusted financial partner. Don’t worry. If we aren’t the right firm for you, we’ll happily point you in the right direction.

Step 2- Gathering Information

Should you decide to work with Longroad Wealth Managers, we’ll first need to understand your goals for your retirement. By using your credentials to our financial planning portal, you’ll be able to share all of your important financial data for us to assess.

Step 3- Financial evaluation meeting

After analyzing the information and documents, we’ll have another in-person or phone meeting to go through your recommendations and make any adjustments, if necessary.

Step 4- Investing

After reviewing the documents, we’ll begin to implement them to set your feet upon the path towards your financial goals. We’ll invest your funds on your behalf via our custodians and we’ll give you further instructions on achieving the goals that you’ve outlined.

Step 5- Periodic Review

We at Longroad will help you stay on track. We’ll schedule quarterly or semi-annual meetings to discuss your investments, capital markets, your plan and any life change.