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Our Process

How We Help 
Total Life Compass (TLC) 

At Mountain View Strategic Wealth, we believe that financial planning needs TLC. Yes, there is a dual meaning here - TLC or tender loving care,  is what each Mountain View Strategic Wealth team member employs to bring you your personalized wealth plan.

By deeply understanding your personal and family situation no matter what your life stage, identifying your vision of the future, assessing your risk tolerance, and always putting your interests ahead of our own, we develop and deliver a long-term strategic wealth plan. We call this a Total Life Compass (TLC).

Client Centered

Who doesn’t need a little financial TLC?

Having a Total Life Compass is not something you do for your family to "check a box." Your Total Life Compass is an ever-changing plan. Together, we will review your plan and portfolio annually and adjust it as your situation changes, keeping you focused on your goals. In this way, you are in control of your financial future. After all, we understand that at the heart of each financial strategy are your goals and dreams.

Our patient and passionate professionals at Mountain View Strategic Wealth are eager to provide you with a roadmap for achieving them.

Includes:

  • Your Personal Financial Website 
  • Real-time on-demand digital dashboard
  • Track progress toward financial goals
  • Aggregate all of your bank, investment (including 401k/retirement plan), mortgage, and credit card accounts.
  • Personal Vault - Collaborate with your advisor online and securely store personal electronic documents. 

Total Life Compass Road Map
Holistic Financial Planning Process

Putting you in control of your financial future. After all, who doesn’t need a little financial TLC?

Step 1: Discover<br/><span style="text-decoration: underline;" data-mce-style="text-decoration: underline;">Where You Are Now</span>

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: Design&#160;<br/><span style="text-decoration: underline;" data-mce-style="text-decoration: underline;">Where You Want To Go</span>

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: Deliver&#160;<br/><span style="text-decoration: underline;" data-mce-style="text-decoration: underline;">Your Holistic Plan</span>

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: Action&#160;<br/><span style="text-decoration: underline;" data-mce-style="text-decoration: underline;">Service and Support</span>

Step 4: Action 
Service and Support

  • Active Plan & Investment Management
  • Ongoing Advice & Plan
  • Update Meetings
  • Tax & Wealth Management

“Go confidently in the direction of your dreams.
Live the life you have imagined.”

- Henry David Thoreau

Are You Ready? 
Take The First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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