The Nora Wealth Discovery Process
The Nora Wealth Discovery Process ensures we understand your goals in life, so we can guide you to make your best financial choices.
What’s the Nora Wealth Discovery Process like?
We use the DESIGN | BUILD | PROTECT™ model from Buckingham for Financial Planning and Wealth Management projects.
What that means for you is that we always start with a conversation around your goals and values.
What is DESIGN | BUILD | PROTECT™?
These three simple words serve as a guide to keep your values, needs, concerns and hopes at the forefront of everything - from the big picture to the smallest of details. Like most powerful ideas, it is based on a simple and logical approach.
DESIGN – Explore, understand and clarify your life and financial goals.
BUILD – Put all the wheels of your holistic financial plan in motion through extensive research and evidence-driven strategies.
PROTECT – Stay on track through continual analysis, advice and education.
Developed through extensive research, the model provides valuable, evidence-driven insights and state-of-the art tools for use along the way.
How do you get to know your clients?
We use the LifeMap pictured below in every client Discovery to learn about our clients’ values and goals.
We use the LifeMap process because we know that a financial plan is not just a one-time, one-and-done activity. Your life changes and so do your financial needs and goals.
When you go through our Discovery Process you can expect us to sit down for an hour and a half and talk through what matters to you and get a sense of what it’s like to walk in your shoes. After our Discovery Meeting, we’ll take the things that are most important to you and create a personalized proposal for your financial plan.
©️ Buckingham Strategic Partners. EVIDENCE-DRIVEN INVESTING™️ and DESIGN | BUILD | PROTECT® are trademarks of Buckingham Strategic Wealth and are being used under license. All rights reserved. IRN-22-4610
If you connect with our Discovery Process and the care we take to get to know our clients, reach out today to schedule a complimentary Intro Call.