You belong here just as much as anyone else.
Focusing on You
01 — Initial Phone Call
We want to introduce ourselves, our thoughts, and our ideology beyond our digital footprint. If you like the conversation and feel we can be your wealth partner through life, we can move on to the next step.
02 — Homework
We will send you an online questionnaire and a small exercise through the mail. When you have completed both, we will schedule an initial face-to-face meeting, in-person or video chat.
03 — Meeting One
Our first meeting will confront your opinions and perceptions about money, riches, and the attainment of wealth. Additionally, we will build your balance sheet and income statement. We will also address what goals you have in mind for our most important client, you (tomorrow).
04 — Meeting Two
At this point, we will present what steps are necessary for us to attain our goals for you. In total honesty, it may require a reality check. Regardless, we will begin implementing some changes at the end of the meeting and have check-ins throughout the year to evaluate and increase accountability as we move forward. After all, that is what Per Vitam Wealth Partners is all about. Per Vitam is Latin and translates to, Through Life.
If you face your flaws, you’ll notice the change.
No one has ever asked that you be perfect. But, taking an inventory of where you are and how you got here is step number one in charting a course anywhere else. Once we understand where we are, where we want to go, and what changes to make, we can plot a path to our destination.