Step 1
Step 1: Discover
Where You Are Now
- About You and Your Family
- Your Goals & Objectives
- Your Current Finances & Taxes
- Our Services
- Our Planning Process
Step 2
Step 2: Design
Where You Want To Go
- Organizing Your Financial Life: Now, Soon, and Later
- Understanding Your Net Worth
- Assessing Your Cash Flow
- Tax Return Review
- Analyzing Your Total Risk and Risk Number
- Developing Your Plan
Step 3
Step 3: Deliver
Your Holistic Plan
- Finalize Your Customized Total Life Compass
- Align Investments with Your Risk Number
- Optimize Your Cash Flow
- Provide Solutions
- Transition Plan & Implementation
Step 4
Step 4: Action
Service and Support
- Active Plan & Investment Management
- Ongoing Advice & Plan
- Update Meetings
- Tax & Wealth Management
Client Centered Approach
Whether you are investing to build wealth, protect your family, preserve your assets, or have your life savings produce monthly income, our personalized service focuses on your needs, wants, and long-term goals through our "Educate, Plan, Act" (EPA) process. We understand that you face unique challenges along your journey to retirement and life after work. We can help take the mystery out of preparing for today and tomorrow.
More than
a client to us.
“My family’s roots in the Hudson Valley go back three generations. I was taught to strive to make our community stronger and to be a good neighbor. Mountain View Strategic Wealth embodies this philosophy—in how we serve our clients, but also through our support of local charities.”
- John S. Morgan, AIF®, APMA®, President and Chief Investment Officer
