Process - Mendoza Private Wealth

How We Work

Our Collaborative Process

Understanding Your How and Why

Our process begins with getting to know you and your goals, focusing on understanding not just the “how” of financial planning, but also the “why.” We use a thorough five-step process to develop and implement planning strategies that address your family’s unique financial needs.

We believe a detailed planning process can be an effective way to work toward financial security. Tell us where you want to go, and we can work with you to develop a customized plan. As your life changes, we can adjust your plan to align with your new path. Our commitment extends beyond the initial plan – we’re dedicated to supporting all aspects of your financial life, aiming to improve your financial well-being and positively impact both you and your loved ones.

The 5-Step Process

Introductory Fit Meeting

We start with a Zoom or phone meeting to learn about each other. During this conversation, we’ll identify your goals, values, dreams, and any special concerns or challenges you may have. Shortly after this meeting, we’ll connect to determine if we want to take the next steps together. If we both agree to move forward, we’ll begin the detailed data gathering process.

Discovery Meeting

This marks the beginning of the planning process. We’ll have an in-depth conversation to understand your current financial situation. We’ll review your investments and discuss return expectations, risk tolerance, time horizon, tax issues, and liquidity needs.

Recommendations Meeting

In this meeting, we’ll review your financial plan and proposed investment strategy. We’ll discuss security selection and portfolio management, and explore the account opening and transfer process.

Implementation and
Ongoing Support

We’ll finalize your financial plan and implementation strategy during this phase. Together, we’ll select the investment objective for each new account and initiate any necessary account transfers. Our relationship doesn’t end with implementation. We’ll stay connected and meet regularly to review your goals and priorities. As needed, we’ll update your Financial Plan and Investment strategy so they continue to align with your evolving financial journey.

New Client Welcome

As part of welcoming you as a new client, we’ll help you establish online access to your accounts and confirm your document delivery preferences. We’ll also set up any periodic contributions or distributions you need and review your first statements with you.

Start Your Path Toward Financial Self-Discovery

Book a Fit Meeting today and let’s explore how we might work together. It’s a no-obligation way to see if we’re the right fit for your financial journey.