Our Process
Though we are engaged in adapting to our rapidly-changing industry, we separate ourselves from other firms by adhering to our disciplined and time-honored planning process. We are problem solvers, strategists, and devoted advocates of your continued success.
1) Discovery
When building a wealth management plan, the right questions yield the best answers:
Where do you want to go? What do you want to work toward? What do you value most?
By understanding and exploring your short-term needs, long-term objectives, risk tolerance and more, our professionals build custom strategies to help you fulfill your goals.
2) Analysis
Through in-person discussions and an in-depth analysis of your current situation, we will identify the ideal solutions to fit your unique profile. Our planning philosophy extends across all financial disciplines, from budgeting and spending, to debt and risk allocation, estate planning, investment management, retirement planning and more.
3) Recommendation
After you select your ideal financial plan, we will continue to analyze each area of your portfolio. As we manage your investments, we will remain vigilant in overseeing your assets while making additional suggestions. Our holistic oversight allows us to seek new opportunities for growth while defending your best interests at all times.
4) Implementation
As our experts implement your custom strategies, we will coordinate the implementation process with additional members of your team, accounting, and trust professionals. To preserve your financial future, we will confirm all areas of your plan meet your expectations. We prioritize consistent communication every step of the way.
5) Active Wealth Management
Financial planning is an ongoing process, and our comprehensive wealth management plans are designed to adapt to the unexpected. As markets and economies change, your financial plans must have the elasticity to meet your unique and evolving needs. Through our team’s frequent reviews and commitment to accountability, we will work alongside you to promote your continued success.
Additional FAQ's:
What are your areas of expertise?
Life is all about choices. At Blakely Walters Wealth Management, we specialize in helping clients navigate life transitions. Whether you’re getting married, nearing retirement, selling a business, changing jobs, or dealing with the loss of a loved one, our advisors help you understand your options and make informed financial decisions with confidence.
What is an “independent” advisor?
Independent advisors are free from the limitations often associated with large financial institutions, allowing them to provide objective advice tailored to their clients’ best interests. At Blakely Walters Wealth Management, our independence allows us to offer unbiased guidance and customized solutions designed specifically for you.
What is your fee structure?
As a fee-based firm, we are primarily compensated through the fees we charge for our services. This structure supports our fiduciary responsibility and helps ensure our recommendations remain aligned with our clients’ best interests.
Why do clients enjoy working with your firm?
We take a comprehensive and personalized approach to financial planning. Every client’s situation is unique, and we work to fully understand your goals, priorities, and financial picture before creating tailored strategies. As an independent firm, we are committed to serving only our clients’ interests and providing guidance designed around your needs.
How can Blakely Walters Wealth Management help me?
Our goal is to simplify financial planning so you can focus on living the life you envision. Through thoughtful conversations, strategic planning, and personalized guidance, we help clients gain clarity about their finances and confidence in their future.
What if I don’t live near your offices?
We work with clients across the country using secure virtual meeting technology that makes connecting with our team simple and convenient. While in-person meetings are always available, virtual meetings allow us to maintain strong relationships no matter where you live.
How much experience does your firm have?
Our team brings together a wide range of experience, training, and professional insight to provide meaningful financial guidance. We currently serve more than 15,000 individuals throughout the United States, giving our advisors broad real-world experience across many financial situations.
Do I need to be wealthy to work with your firm?
Absolutely not. We believe quality financial advice should be accessible to individuals from all walks of life. Our straightforward fee-based approach allows us to provide value regardless of your current financial standing.
Do you work with high-net-worth individuals?
Yes. Our planning process, advanced financial planning tools, professional network, and investment resources make us well-equipped to assist individuals and families with more complex financial planning needs.
Where are meetings with my advisor held?
Meetings are typically held at our office in Scottsdale, Arizona or through Zoom.
How long do meetings last?
Initial consultations and meetings are generally scheduled for 60 minutes. However, meeting length and agendas can be adjusted to accommodate your schedule and needs.
Will the wealth manager try to sell me anything?
Our focus is on providing advice and education. We follow a structured planning process that includes discovery, education, goal setting, and recommendations. While we can assist with implementing investment or insurance strategies, clients are always free to implement recommendations wherever they feel most comfortable.
How should I prepare for the first consultation?
Gathering important financial documents such as investment statements, insurance policies, debt information, employee benefits summaries, and Social Security statements can also be helpful, though they are not required.
Will the advisor help me build a plan that complements my employee benefits?
Yes. Understanding your employer benefits package is an important part of the planning process. We work to identify opportunities within your existing benefits that may help support your financial goals.
How do I pay for your services?
Your advisor will help determine the most appropriate payment method based on your needs. Common payment methods include direct payments, account management fees, or a combination of both.