Our Process

It’s All About You. And Kelly.

At Benewealth, we think of ourselves as true wealth advisors.

We use our expertise, our investment philosophy and our independence—as well as what we know about who you really are and what you want for the future—to put your needs first and preserve your wealth. But before our wealth advisors can do that, there’s a plan. That plan, that advice, comes from Kelly, a Benewealth partner and accountant who begins our process.

STEP 1: MEET OUR STAR FINANCIAL PLANNER

(Psst…She’s also an accountant)

Meet Kelly. She’s a partner in our firm and the first member of the Benewealth team you’re apt to meet. She’s known around here as the accountant of accountants. Clients love her. Accountants love her.

At this stage, other firms might use a generic questionnaire and software to create your investment strategy, but we’ve got a Kelly. She’ll ask you the tough questions, sort through that very large stack of long put-off paperwork, create an inventory of your financial affairs, and you’ll know that you’re in good hands.

Benewealth assessment process

STEP 2: THE BIG PLAN

Once Kelly’s had time to investigate every avenue of your family’s financial affairs and/or business, she gives you advice. It’s unbiased and independent of products. It’s driven by taxes and your best interests.

Benewealth Process

STEP 3: UP TO YOU

If we’re a good fit for you and you’re a good fit for our firm, and you want to engage our team to implement Kelly’s plan, that’s just what we’ll do. Always, we are driven by advice, not products. Not sales targets, not commissions. Just what’s best for you.

Expect plenty of face time. Expect calls about hitting the links or the lake. Expect expert advice and results when it comes to every avenue of managing your wealth:

  • Financial planning
  • Wealth management
  • Tax planning
  • Employee benefits
  • Insurance

Welcome to the family.

About Benewealth

READY TO JOIN THE BENEWEALTH FAMILY?

No, you can’t send your in-laws to stay with us in July. We’re not that kind of family.

KNOWING FULL WEALTH

What does it mean to you?

If it means both peace of mind and preserving your wealth because you’ve got an independent team of experts giving you exceptional advice and results—not to mention taking all the stress and time of it off your shoulders—we’d love to talk.