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Our Process

Your Treloar & Heisel Wealth Management representative plays an important role in assessing your needs, assisting the planning team with information gathering, following up and presenting at important 

process

contact dates, such as 401(k) meetings with employees. Last but not least, your Treloar & Heisel Wealth Management representative serves as your planning team’s risk management specialist.

Get started.

First, your Treloar & Heisel  Wealth Management representative will schedule an exploratory conversation to help our financial team evaluate your situation and introduce you to our capabilities.

Get going.

Our systematic process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.

Discover. Before we recommend any product or service, we ask questions and get a clear understanding of your financial goals and objectives.

Design. We then analyze your complete financial picture to identify any gaps that may exist. We provide you with suggestions to fill in the gaps so you can choose the solutions best suited for your situation.

Deliver. We present our recommendations to you in person and in writing.

Implement. If you're satisfied with our recommendations, we work with you to implement* your strategies and secure the required products and services to help ensure your financial freedom.

Review. Because your financial situation is bound to change, we work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals. Throughout the year, we will proactively stay in touch with updates and information of interest and value.

*You have the option to implement our recommendations with a provider of your choice. Periodic reviews or updates require a new agreement and may be subject to additional fees.

Contact us

Contact us today to discuss how you might benefit from our services.