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Our Process 

We work under a fiduciary standard at Rich Wealth Management as such utilize the process established
by the CFP Board, it’s Code of Ethics and Standards of Conduct. This process uses the anacronym of

E.G.P.R.I.M.

Step 1: Establish the client- planner relationship

Step 1: Establish the client- planner relationship

  • We want to know our valued clients on a personal and professional level
  • What are your goals, dreams, and fears?

Step 2: Gather client data and determine goals and expectations

  • We confidentially gather all financials leaving no stone unturned.
  • We ask detailed questions to identify your goals and understand your situation.
  • If they exist, we will identify any financial blind spots.
Step 3: Process, analyze and evaluate the client’s financial status

Step 3: Process, analyze and evaluate the client’s financial status

  • This involves detailed analysis of client’s retirement, tax, insurance, liability, estate, and educations planning.
  • We will also analyze your current portfolio’s asset allocation, risk profile, performance, and individual securities.

Step 4: Recommendations – Financial planning and investments

  • We provide recommendations to planning goals including titling, asset movement, 401K and/or retirement account allocations, contributions, distributions, etc.
  • We provide investment recommendations that we feel are in our client’s best interest given market conditions, risk tolerance, goals, performance, and investment cost.
Step 5: Implement financial plan and investment recommendations

Step 5: Implement financial plan and investment recommendations

  • We will provide accountability and execution to ensure your plan is implemented.
  • Implementation of investment program held to a fiduciary standard.

Step 6: Monitor financial plan and investments

  • We will review your financial plan semi-annually or at your request.
  • We monitor your investment portfolio on an ongoing basis, providing quarterly in-depth reporting including deep dives into your asset allocation, risk profile, and performance.

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