The River Of Wealth™
Our proven and trademarked method to help you live a better retirement
Step 1: Relationship Visit
Become acquainted with a team that cares
We believe that a great financial plan begins with a great relationship. During our Relationship Visit, we strive to better understand who you are, what your goals are, and why they matter to you.
We have a saying at Pure River Wealth that the “Qualitative Leads the Dance”, and in fact, many clients are surprised that the last subject we talk about during our first discussion – after we understand everything else – are your finances; this is because once we appreciate and recognize the person(s) sitting in front of us, it’s simple for our Independent and Fiduciary team to skillfully guide you to your desired results.
This is the essence of our purpose-based planning method that is the cornerstone of our River of Wealth™ process.
Armed with this information about your true desires, our next step will be to perform a thorough Portfolio Diagnostic to ultimately reveal to you how closely your current plan aligns with your goals.
✅ Sharing our Mission, Vision, and Core Values
✅ Explaining our Purpose-Based Planning Philosophy
✅Discussing our River of Wealth Process
✅Identifying What Really Matters to You
✅Determining Your Financial Circumstance
✅Establishing Your Desired Outcomes