Our Process
At Monumental Advisory Partners, we employ a four-phased approach to streamline your financial landscape, guiding you towards the future with intentionality and constant attention.
Discovery
Vision & Goals
At Monumental, we kick off our process with a discovery phase, delving into your aspirations and objectives. Understanding the legacy you wish to build and the concerns that occupy your thoughts allows us to craft a financial plan that's personalized to your needs.
Recommendations
Personalized Written Plan
Next, we collaborate closely with you to develop a customized financial blueprint aligned to your objectives. This blueprint will serve as a roadmap for your financial journey, empowering you with the knowledge to make confident and sound financial decisions.
Implementation
Customized Plans
Once final, we will work with you to put the plan into action, prioritizing the most impactful steps. We will also liaise with any current members of your advisory team, such as your CPA or attorney, and facilitate introductions to other key professionals as necessary.
Partnership
Collaborate & Review
At Monumental Advisory Partners, we understand that life is constantly changing, and we are committed to adjusting your plans accordingly. Once your plan is set in motion, you will proceed with a clear understanding of your current position and your future direction. You will gain a deeper sense of peace, reassured by the knowledge that you have a reliable partner by your side, committed to optimizing and safeguarding your wealth throughout every stage of life.