Our Process

One-on-One Coaching Designed to Help You Win

Our financial coaching strategy is simple: We let you take the lead. Our approach is personalized, and based on establishing a collaborative relationship between client and advisor. Here’s what you can expect when working with a financial planner here at Centered Wealth Strategies.

First Quarter: Understanding Your Needs

We always begin by sitting down with you and taking the time to listen. Just as any good coach has a thorough understanding of his players, we aim to gain an in-depth understanding of you, your lifestyle, your financial concerns, your goals, and your existing financial circumstances. It is only after we understand what kind of financial player you are that we begin to build a playbook to guide you to victory.

play diagram on tv outlineSecond Quarter: Designing Your Playbook

Your financial planning playbook forms the basis for the rest of the financial game plan. Your playbook outlines the strategies and moves that will lead you to your long-term goals. We strive to make your playbook as easy to understand as possible, outlining how each strategy will serve your needs, as well as several alternative options. This is a collaborative process, and we encourage you to maintain open dialogue with your advisor as you build your playbook together.

Third Quarter: Putting the Game Plan into Action

With your playbook completed, it’s time to put the plan into action. We’ll hit the field—or court, or any other necessary surfaces—and begin implementing the strategies we’ve built together. This might include purchasing certain investments, reallocating your portfolio, adjusting your retirement income strategy, or other steps to bring you closer to your long-term goals.

Fourth Quarter: Ongoing Coaching and Follow Through

A good coach doesn’t stop coaching after their team wins a game. We’re constantly looking forward to the next game, the next year, and the next stage in your life. Our team will continue to be by your side, offering the ongoing support and coaching you need to keep your game plan on track. If circumstances change, we’ll help you adjust your strategy with your financial playbook as a guide, so you can feel confident that, no matter what, victory is always within reach.

Let Us Set You Up for Success

Centered Wealth Strategies is here to give you the perfect assist. Let us set you up for success with a customized financial playbook.

Contact us today to get started.


Asset allocation does not ensure a profit or protect against a loss. All investing involves risk including loss of principal. No strategy assures success or protects against loss.