The Wealthy Tortoise Process

Our Process

Like all solid relationships, ours starts with a conversation. We ask where you wish to go, and in turn, you ask WTFG about our process.

 

It’s about our fiduciary values of understanding, respect, and trust.

 

We build on this foundation and create a strategy that is best for you. Imagine a shell stretched out, allowing us to see where you are strong and where you could be stronger in order to move better and achieve your goals and dreams.

 

When we are done, you will have an understandable plan of action that can be revisited and revised as needed. You will have the peace of mind that comes with knowing you have the clearest path possible.  You will have your plan.