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Our Process

Through all stages of our relationship, we are committed to simplifying the complexities of your financial life so you can focus on the things you value most. Here is a brief overview of the ZEA approach to building strong client relationships and crafting holistic wealth management strategies:

Establishing Relationship: It all starts with trust. Our strongest relationships have lasted since we founded the firm, and that level of trust gives our clientele great confidence in our partnership.

Identifying Goals: As a planning-oriented firm, preparation brings our most enduring success. We use our introductory meetings to fully understand your objectives so we can better help you achieve them. As we align your short and long-term goals, our principles always encourage an honest dialogue to help meet expectations.

Evaluating Financial Status: Before offering recommendations, we employ a research-intensive process that takes everything into consideration, including your unique risk tolerance, your family and employment situations, and more. A thorough evaluation of your current fiscal position is essential as we develop a comprehensive financial plan optimized for your success.
                                                                                      
Review Our Recommendations: All of our proposals are dependent upon your review and endorsement. As your strategic partners, we are committed to ensuring your understanding of all aspects of our recommendations. When our financial plans meet your needs, we will begin to implement them.  The client is free to implement the plan recommendations with whomever he/she chooses.

Monitoring Progress: We place a premium on accessibility and make ourselves available to you whenever you need us. Through on-going meetings and portfolio updates. Periodic reviews or updates require a new agreement and may be subject to additional fees.