Our Process

OUR PROCESS

Wealth Optimization System

Often strategies are implemented in isolation of each other and can become out of sync with overall goals and wishes. At Smith Group, we avoid these oversights by utilizing the Wealth Optimization System. Each phase in the Wealth Optimization System helps our clients make wise financial choices, leading them to a happy and prosperous future.

Discovery

DISCOVERY

In our first phase of working together, we identify your visions and goals for the future. This step provides clarity as to the potential opportunities and risks that we can plan for.

Creative Solutions

CREATIVE SOLUTIONS

Once potential opportunities and risks are identified, we take the time to evaluate and decide which strategies effectively capture the opportunities and eliminate the risks.

Strategy Deployment

STRATEGY DEPLOYMENT

Here we focus on implementing the selected solution that will result in moving you towards your goals.

Result Management

RESULT MANAGEMENT

With consistent management and result-focused activities, we ensure that your plan works for you over time. This phase provides confidence in your long-term wealth security.