Mainspring Wealth Advisors

STEP ONE: INITIAL CONSULTATION Identify your goals, values, dreams, special concerns, and challenges STEP TWO: ENGAGEMENT Set mission statement and measurables to define relationship success Prioritize goals STEP THREE: STRATEGY SESSION / DATA GATHERING Collect pertinent planning data Facilitate conversation around topics such as retirement planning, college savings, life insurance, investment planning, tax strategies, estate planning, and charitable planning. All of these topics deserve a thoughtful, conscientious conversation with those people they affect. Beginning at Step three and continuing throughout the process, we will bring relevant experts to the planning process from the tax field, legal field, auto and home, etc. STEP FOUR: DEVELOP + FINALIZE PLAN Create action item list to include recommendations with appropriate schedule for implementation and accountability. STEP FIVE: EXECUTION + IMPLEMENTATION Begin taking action on recommendations STEP SIX: REVIEW / ONGOING MONITORING / ONGOING ADVANCED PLANNING Develop schedule for future review meetings Provide tour of resources and concierge services such as Investor Access, statement delivery preference, and outside account aggregation Ongoing reviews and consultations with outside experts, when appropriate

Address: 11400 Southeast 8th Street, Suite 410, Bellevue, WA 98004, USA

Phone: +1 425 274 2429
FAX: +1 425 777 4941