Our Process
Gatien Strategic Wealth Management was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, Life In Motion®, helps you pursue your financial independence. We named our process Life In Motion® because one of the few guarantees in life is change. The plans we create for our clients are designed to be fluid and dynamic so you can adapt to changing circumstances as your life unfolds and your needs evolve.
This process integrates wealth management with risk and debt management, tax planning, and philanthropy.
When beginning a conversation with new clients,
Gatien Strategic Wealth Management focuses on the three D’s:
Discover
- What do you want to accomplish?
- What is essential to you?
Design
- How will we get you there?
- What services are the best fit for you?
Deploy
- Financial and legacy planning
- Customized strategy implementation
- Ongoing continuous service
- Building a lasting relationship
LEARN MORE ABOUT OUR LIFE IN MOTION PROCESS
Because one of the few guarantees in life is change, our process is designed to ensure that our clients never outgrow our process, they grow into it, as their lives unfold and needs evolve.
SCHEDULE A CONSULTATION
Do you want to know if you’re on track for a work-optional lifestyle? Our first step is an introductory meeting where we discuss your financial and lifestyle goals and what you expect from the financial planning process. We review what you need to know about us, our practice and our approach to financial planning. From there, we decide if we are a good fit to work together. In our experience, this is the foundation of a solid long-term relationship.
FACING A CRITICAL LIFE EVENT?
Retirement, marriage, the loss of a loved one, the sale of a business…Critical Financial Events are sometimes predictable and sometimes random or unexpected. Your life will have its own pattern. We’re here to help you through it all.