Initial Expectations
Working with Nue Wealth isn’t a transaction, it’s a relationship built on clarity, confidence, and collaboration. Here’s what you can expect as we get to know each other and build a plan around what matters most to you:
01
Introductory Meeting
A brief, informal conversation to learn more about each other. We’ll talk through your goals, how we work, and whether our services align with your needs. This is also a chance to ask any questions before taking the next step, no pressure, no commitments.
02
Discovery Session
Once we’ve decided it’s a good mutual fit, we begin the real work. Before this meeting, we’ll request key financial documents so we can start analyzing your current picture. During the meeting, we’ll explore your goals, values, and any pain points in more detail. This is where we start laying the foundation for your strategy. Expect this to take anywhere from an hour to two hours depending on complexity.
03
Planning Presentation
After carefully reviewing your financial data and goals, we present your personalized financial plan and investment recommendation. We’ll walk you through your current position, highlight opportunities and risks, and explain our recommended strategies. You’ll leave with a clear understanding of your path forward and how we can help you get there.
04
Ongoing Partnership
If we move forward together, we begin implementing your plan and maintaining it over time. We’ll meet regularly—typically quarterly or as life events arise—to review your progress, update strategies, and strive to ensure you’re always on track. Our role is to be your partner and advocate through every season of life.
