Sustainable success doesn’t happen overnight. It’s a carefully orchestrated, multifaceted process that takes time, understanding and dedication. At Prairie Wealth Advisors, we take an active role throughout the process to build strong client relationships and unify our commitment to success. We service a manageable number of clients, which allows us to work with them on an ongoing basis to help ensure success.
We utilize a four-step process to help our clients achieve success and build their legacy.
As a first step, we meet with each new client face-to-face. We gather as much financial information as we can in order to learn more about each client’s individual situation and desired results. From here, we can identify and set clear goals.
After collecting information and establishing goals, we assemble preliminary analysis to develop a goal plan, investment allocation statement and asset allocation strategy, and begin implementing the specific recommendations.
The third step is to evaluate and select complementary investment managers. We want to make sure your money and the people managing it are working hard for your success.
Ongoing monitoring of your account progress is critical to long-term success. We adapt your plan to capitalize on the best situation when possible and rebalance as appropriate.