Our Serivces

Our Services

We offer financial planning and investment management to our clients to help them work toward their goals. We like to think of a financial plan as a roadmap to help get you from where you are to where you want to be.

We want to help you pursue your goals with clear direction and specific actions steps. Planning for your financial future can be overwhelming and exhausting. However, we want to unburden you and create a straightforward plan to help you pursue your dreams.

Our Financial Planning Goal For You:

To help you work toward financial freedom so that you focus more on enjoying life and maximizing family time.

What We Cover in Financial Planning:

Household Cash Flow Management
Retirement Income Planning
Social Security Optimization
Tax Planning
Estate Planning
Employee Benefits
Risk Management and Insurance
College Savings
Business-Owner Financial Planning
Student Loan Repayment

What Makes A Financial Plan Successful?

At Desert Wealth Management, we believe that the key to creating a successful financial plan is ensuring that it is both specific and straightforward.

We want to make sure our plan covers your current and future financial needs while also making room for your financial goals.

To determine your particular needs and goals, we spend time with you collecting information about your needs, defining your goals, evaluating your resources, and developing a time line.

Investment Management

Investing your money is one of the smartest ways to make your money work for you. At Desert Wealth Management, we are committed to helping you gain more confidence knowing that your hard-earned money is being managed and taken care of. We want you, the client, to know that we are dedicated to utilizing our resources to help you be more confident about tomorrow and focus more on today.

Our investment philosophy is focused on optimizing returns over meaningful periods of time by providing personalized service and management.

Interested in working with us in financial planning and investment management?

Let's get started!

Step #1:

Let's set up an initial meeting to get to know eachother

We will set up an initial meeting with each other to go over what the financial planning engagement entails and see if we are a good fit!
You can book your intro call with us here.

Step #2:

Let's begin the Financial Wealth and Health Journey Program

If we are a good fit, we will begin the Financial Wealth and Health journey with you. We will create a financial plan for you that gives you a guide for your financial journey.

Financial Wealth and Health Journey Sessions:

Session #1: Financial Health Diagnostic Test Meeting

In this meeting, we will review your current financial life, gather pertinent financial information, discuss your life goals, review your money mindset, and discuss various behavioral finance concepts. Once this meeting is complete, we request a list of documents from you to gather more information about your financial life.

Session #2: Check In & Verify Meeting

In this meeting, we verify the information from the documents you sent us, ask any follow-up questions, and discuss if you have any other topics for us to research.

Session #3: Presenting The Journey Meeting

In this meeting, we will present your plan, review various scenarios, and give you specific action steps for you to live out in your daily life. We will also deliver a budgeting system and an investment strategy.

Session #4: Implementation Meeting

In this meeting, we will start the paperwork process to transfer invested assets (if applicable), begin the action steps outlined in the plan, and help you with any further tasks that you need guidance with. We are here every step of the way as we start implementing your financial plan.

Step #3:

Continue meeting for Financial Health Check-Ins

After your plan is delivered and implemented, we will monitor the plan regularly through comprehensive annual review meetings, phone call updates, and email check-ins.

Ongoing Service Sessions:

Annual Comprehensive Review Meetings

We will do a comprehensive review of your plan each year at your annual review meeting where we make necessary updates and create a follow-up list of action-steps.

Review meetings as needed

If you have any questions or life updates at any point in the year, you will have ongoing support from our team where you can call or email with any questions you have.
We will book in-person or virtual meetings as needed so that your plan stays on course.

Learn More About Our Process

A Goal-Based Strategy

At Desert Wealth Management, we like to start with the end goals. We like to start off our meeting to listen to your goals and dreams. We want to understand the vision of what you want your life to look like. The reason we like to start with the end goal is because it guides us in how we create your plan and where it will lead to. Keeping your goals at the center of the plan is our utmost priority.

Saving With A Purpose

It can oftentimes be difficult to set up the habit of saving. This is why we like to help you define your purpose behind saving. Do you want to buy a home? Do you want to help your children save for college? Do you want to save for a future dream vacation? Defining the "why" behind saving is one way to find the motivation to save. Saving is crucial to living out a successful financial plan because saving is the first step in funding your financial goals.

Cash Flow and Budget Development

We like to run an analysis of your income and expenses to create your personal budget. Developing a budget that includes your realistic cash flow is a cornerstone in developing a comprehensive financial plan. This will help us identify how we can help you fund your financial goals and where you can allocate money to saving, spending, taxes, and investments.

How much do our services cost?

Foundational Wealth Management

Comprehensive Wealth Management

Investment Management Fees

Accounts between $25,000 and $999,999

1.15% ongoing annual advisory fee of assets under management

Accounts $1,000,000 and greater

1.00% ongoing annual advisory fee of assets under management

Fees may vary based on complexity.