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"FIT SHAPE" Our Philosophy

How We Work Together 🤝

The "FIT SHAPE" Philosophy is the way we work with you to help you plan for the future. 

First, you decide if you are the right "FIT" for Concierge Wealth Management.

"F.I.T. "

FIND out about each other. 🗣️

IDENTIFY what is important to you. 🔎

TALK about your next steps. 👣

Then we provide options how to "SHAPE" your future. ⤵️


SHARE your story. 📖

HEART-TO-HEART conversation about your future aspirations. 💕

ASSESS your options. ⚖️

PLAN implementation leads to peace peace of mind. 🧘

ENGAGE regularly and adjust for changes. 🔁

You will not receive a cookie-cutter financial plan or guidance.  As your life is constantly changing and evolving, your financial plan is designed to adjust with life changes, whether it be a new job, first home, vacation home, growing family, an inheritance or even a new pet.

As a real financial professionals, we believe that Financial Planning "done right" needs to include conversations around your feelings about money, as much as it needs to include the hard facts about money.

Discussions around "Financial Confidence", providing for your loved ones, protecting your income and preserving your legacy are all critical elements that need to be woven into the planning conversation.

At Concierge Wealth Management, we want our clients to know that Financial Planning serves as the foundation of what we do every day. That’s why we’ve developed a "Formula for Financial Planning" as a means to help people distinguish whether they were receiving financial planning - or something else.

Our formula of financial planning is as follows:

We believe that in order for someone to say they received financial planning, the client must feel confident that their planner:

  • Asked questions about their Goals, Challenges and Successes (We call this Discovery)
  • Explored how effectively the client has elected to protect their family, their health, their life and their legacy. (We call this Capital Protection)
  • Discussed issues that impact the quantitative elements of their financial life with particular attention to how changes in cash flow, market volatility, inflation and other factors will impact the client’s expectations. (We call this Wealth Management)

To learn more about the Concierge Wealth Management philosophy, schedule a meeting.

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