Our EVOKE® Process
Exploration
At Modern Wealth, everything starts with a conversation. In this introductory call, our goal is to understand you—your needs, goals, expectations, and aspirations. It’s a relaxed, no-pressure opportunity to explore how we can support you.
To make the most of our time together, we ask that you complete our brief intake form beforehand. This helps us prepare and ensures the conversation focuses on what matters most to you. During the call, we’ll also walk you through our signature EVOKE® onboarding process and how it leads to a personalized financial plan built around your life.
We’re here to answer any questions you have about our process, our fees, or anything else on your mind. This is your time, and we want you to leave the call with clarity, confidence, and a sense of what working with Modern Wealth is really like.
Vision
This is where your vision starts to take shape. Together, we’ll examine your answers to the “Three Questions” that serve as the foundation of your Financial Plan and ideal life. We ask that all decision-makers complete the questions independently beforehand to ensure authentic, individual insights.
During our time together, we’ll review your personalized one-page Financial Plan—a clear, actionable snapshot designed to align your goals with your financial reality. This roadmap marks the beginning of living life with intention and clarity.
We’ll also address any remaining questions about how I serve you, our process at Modern Wealth, and what a partnership would look like. By the end of this session, we’ll know if we’re the right fit to move forward—toward your goals, together.
Obstacles
Our next step together is the Obstacles meeting, where we begin organizing your financial world. This session lays the groundwork for meaningful advice and strategic decision-making by identifying what may be standing in the way of your ideal life.
To make the most of our time, we ask that you complete the Financial Planning Questionnaire. This ensures we have a full picture of your financial landscape and can use our meeting to dive deeper into what matters most.
With your information, we’ll begin turning complexity into clarity so we can move forward with purpose, insight, and momentum.
Knowledge
This is the moment when everything comes together. In your Knowledge meeting, we’ll present your personalized Financial Plan—crafted to align with your goals, lifestyle, and wealth. It’s designed to give you clarity and confidence, turning complex information into a clear, actionable strategy.
Your Financial Plan covers key areas, including income, expenses, assets, liabilities, insurance, investments, retirement income, tax strategies, and estate planning. It’s a comprehensive roadmap built to support your evolving life. For business owners, we’ll also review your Business Insights Report, which includes your current valuation, ideal exit value, risk metrics, and succession planning tools.
Together, we’ll integrate every aspect of finances into one cohesive vision because, at Modern Wealth, we believe knowledge is power.
Execution
At Modern Wealth, financial planning isn’t a one-time event—it’s an ongoing partnership built around the evolving seasons of your life. Throughout the year, we hold dedicated meetings to proactively address the areas of your plan that matter most so you can stay organized, make confident decisions, and always move forward with clarity.
Each meeting focuses on timely topics, from tax planning and goal tracking to insurance, estate updates, and benefits optimization. By aligning these conversations with key points in the year—like tax season, open enrollment, and year-end—we help you capture opportunities, reduce risks, and ensure your plan always aligns with your values and life changes.
The benefit? Less stress, more progress. Through consistent touchpoints, checklists, and guidance tailored to your personal or business goals, we ensure your financial life is well-managed, fully integrated, and forward-thinking. With Modern Wealth, you get the structure and insight to stay on track—every season, every year.
Let's Chat
Join us for a complimentary 30-minute chat focused on your needs, goals, and vision. Enjoy a relaxed, no-pressure session to learn about our process and ask any questions. We’re here to listen, not to sell. Let’s discover what’s possible together!