Our goal at Axio Wealth Management is to create a systematic approach to financial planning that can be repeated at a high level for every client we work with. It begins with creating that ‘dream team’ of professionals and then getting them to collaborate on strategies for each individual or couple. But how does it all come together and what do we do to maintain that effectiveness as life changes?
This video will take you into our systematic process and explain the steps we take along the way to ensure your primary concerns are being addressed and needs are being met.
Here’s what we discuss in this episode:
📊 The Discovery Process – How a structured financial plan is built
💰 Why Collaboration Matters – Working with tax, estate & investment experts
⚠️ Why One-Time Planning Isn’t Enough – The importance of ongoing checkups
✅ Checklists & Strategy Reviews – How small adjustments keep your plan effective
0:00 – Intro
1:33 – Creating a repeatable process
2:57 – Checklists and adjustments
7:06 – Client concerns
8:02 – Examples of how we do this
Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do
Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking
Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q
Facebook: https://www.facebook.com/AxioWM
LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
X: https://x.com/RobShelton_FA
Instagram: https://www.instagram.com/axio.wm/
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