Financial Advisor Houston - 713-661-1040

Our Investment Process - The Map to Your Financial Success

At Trippon Wealth Management, our mission is to help you make smart investment decisions about your money. To accomplish this, we use a proprietary process called the Strategic Client Consulting Process to determine which type of plan is best for you to reach your financial goals and objectives.

We designed this process specifically to accomplish three important things:

1. An increased understanding of your true financial goals

2. Creation of an appropriate plan for achieving these goals.

3. The ability to keep us on track throughout each step of the process.
   
   

The Discovery Meeting

At our initial meeting, we will conduct a discovery interview to determine where you are now with your financial goals, where you want to go, and how we can maximize the possibility of getting there.

What to bring to The Discovery Meeting:

• Last two years' tax returns
• Current bank, mutual fund, brokerage and retirement plan statements
• Current insurance policies
• Copies of wills or trusts
• Other documents that would help us fully understand the financial situation

The Investment Plan Meeting

At this meeting, we present our findings regarding your current situation (called a Gap Analysis), our recommendations for how we can bridge the gaps in order to reach your goals, and a personalized Investment Plan. These tools will form the foundation for all of our work together.

While you may be tempted to implement your plan immediately, we will wait until you’ve had time to thoroughly review it. We are looking for a lifelong relationship, so we want to make sure you’re completely comfortable with every step of the process.

The Mutual Commitment

At this point, we will be ready to make a mutual decision about whether Trippon Wealth Management can add significant value to your financial future, and if you’re ready to proceed. If we both choose to work together, we will commit to work hard and help you achieve your financial goals. We will also execute the documents necessary to put your investment plan into motion.

Trippon Wealth Management Group, LLC. (TWMG) is a registered investment advisor with the Securities & Exchange Commission. TWMG may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where TWMG and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.