The Jupiter Wealth Planning Process

It’s not just financial planning, it’s financial life planning. We get to know you as a person, not just a client. We connect through genuine conversations and consistent communication so we can better understand your emotional needs, dreams, uncertainties, and goals—allowing us to tailor a plan that suits your unique situation.

We build your detailed, tailored financial plan to fortify your financial future. We embrace change and adapt to your evolving professional and personal circumstances. The process timeline below provides an overview of how we’ll partner together.

We start with a face-to-face meeting—either in person or over video—to understand your goals, priorities, preferences, and any potential challenges. We will explain how our team can help you pursue these long-term goals.