Our Process

Coins growing seeds


This is a ‘no obligation’ opportunity for you to learn more about us and to see if we are a good fit for you. We will schedule a phone call to talk about your financial life needs and goals and have a little ‘getting to know you’ discussion.

If you are interested in moving forward, we will send you a questionnaire to complete. This gives us a little more information about your financial situation, risk tolerance and how you want to lead your life.

We will meet face-to-face to work through your financial situation and goals. This is our time to listen and ask the right questions to ensure we have the complete picture. Willow Wealth Management has clients around the country so we are accustomed to holding this meeting via telephone if that is more convenient for you.

The next step is to go over your goals and concerns and talk about your previous investment experiences, if any. This is a good time for you to bring with you information such as account details, tax returns, insurance and estate plans. This allows us to develop personalized strategies that are tailored to you and your specific financial situation.

We will create a complete and customized financial proposal that is based on everything we have learned about you and your financial goals in the steps above. The proposal will include recommended account types, and specific investment products and services that we feel will serve you well.

We will be there every step of the way to ensure that you are 100% confident of the plan going forward. We want you to feel good about the steps we need to take to reach your goals.

We will be as “hands on” or “hands off” as you like. In addition to being available when you need us, we recommend meeting at least once a year to discuss your financial situation proactively so that our strategies can be adapted to reflect any changes that may occur.