Astraea Wealth Management
- Who is Astraea?
- What we help solve
- Questions
- Nuggets of Knowledge
- …
- Who is Astraea?
- What we help solve
- Questions
- Nuggets of Knowledge
Astraea Wealth Management
- Who is Astraea?
- What we help solve
- Questions
- Nuggets of Knowledge
- …
- Who is Astraea?
- What we help solve
- Questions
- Nuggets of Knowledge
Process
1Let's talk
This is a relationship that affects your personal financial well being. Our purpose is to understand you as the unique person that you are and to empathize with your individual financial needs and circumstances.
What are your concerns? What is happening in your life right now?
Let's identify where you are, where you've been, and where you want to be.
2Focus on the positives
Review where you are in your financial journey, what postive steps you have taken in the past, and where there are areas for improvement.
Financial freedom is on ongoing process, and this step helps figure out the most productive next step for you.
3Make a plan
Meet and review multiple scenarios based on your financial hopes and dreams (goals)
Recommend strategies to empower you to make the best financial choices based on where you are, today, and want to be in the future.
Lastly, implement your informed choices. For comprehensive financial planning clients, Astraea will implement to the degree possible.
4Maintain or Adjust
Meet with you at least twice a year to check in and see how everything is going. As life changes, your plan will update, and Astraea is there with you no matter what the change is.
How frequently do we meet?
That's up to you. Best results are typically if we meet formally twice a year, but we meet more or less as you need.
In between, we chat about all the exciting things in your life via emails, quick phone calls, or video chats.
Subscribe to our newsletter.
Sign up with your email address to receive news and updates.
Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Astraea Wealth Management LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.