Our process keeps your financial goals at the heart of every decision.
Terrace Wealth Process
A collaborative conversation to understand your goals, values and vision, while introducing our approach.
Discovery
Fact Finder
We listen as you share your priorities, objectives and financial picture, laying the groundwork of your plan.
Plan Presentation
We develop a clear, personalized roadmap, explaining the reasoning behind each recommendation.
Implementation & Onboarding
We handle onboarding and coordination, then walk you through the year ahead, outlining actionable steps.
Ongoing Review
We meet regularly to track progress, adapt to life’s changes and ensure your portfolio and plan remain aligned with your evolving needs.