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Our Process

Client-Centered 5-Step Plan™

Our process begins with consultation that focuses on your financial goals to create a customized portfolio tailored to your specific needs. As our client, we view you as a lifelong member of the Markey Wealth Management family. We monitor, manage and continue to work closely with you along the way to help you navigate the roadways in building your personal wealth and family legacy. We begin with you at the hub of our 5-Step plan, and together we:


Our first meeting is an opportunity to assess where you are in life and discuss your short and long-term financial goals. Together we look at your resources, assets and obligations to identify your best strategies in moving forward.


The next step is creating your unique roadmap which we will establish and manage to work towards your financial goals. We have the tools and expertise to develop a personalized plan, which is presented to you and explained in detail. As your trusted partners, we work with you as you review your new financial plan, addressing any concerns or new directions you may have in mind.


This step is where we take our ideas and strategies forward in a proactive, disciplined manner. We strive to structure an achievable, strategic plan because we believe you should be in control of your financial well-being, not simply reacting to whatever comes your way. Upon your approval, your financial plan is implemented.


Our work does not end with implementation. The fourth step is vital to any plan. It calls for monitoring and ongoing review of the investments and plans that have been established on your behalf. We routinely monitor your accounts and keep abreast of positive and negative factors that emerge in a changing economy. You can depend on us to ensure your plan is optimized over years to come.


Life is a journey with changes that come no matter how well we plan. Keeping assets balanced is the key to pursuing long-term wealth accumulation. This final step assesses where you are today in pursuing your goals and what additional steps or changes may be required to keep on target. Re-balancing your investments is an important consideration as you and your family move through stages of life.

*Investing involves risk including loss of principal. No strategy assures success or protects against loss. Re-balancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

Find Your Perfect Fit

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