The Systematic Process That Brings Your Financial Plan Together

March 20, 2025

Our goal at Axio Wealth Management is to create a systematic approach to financial planning that can be repeated at a high level for every client we work with. It begins with creating that ‘dream team’ of professionals and then getting them to collaborate on strategies for each individual or couple. But how does it all come together and what do we do to maintain that effectiveness as life changes?

This video will take you into our systematic process and explain the steps we take along the way to ensure your primary concerns are being addressed and needs are being met. Learn more about how we meet regularly to ensure that our strategies remain relevant and effective, the checklists used to make sure no detail is overlooked, and ways we stay adaptable in this evolving financial landscape.

Here’s what we discuss in this episode:

📊 The Discovery Process – How a structured financial plan is built

💰 Why Collaboration Matters – Working with tax, estate & investment experts

⚠️ Why One-Time Planning Isn’t Enough – The importance of ongoing checkups

✅ Checklists & Strategy Reviews – How small adjustments keep your plan effective

0:00 – Intro

1:33 – Creating a repeatable process

2:57 – Checklists and adjustments

7:06 – Client concerns

8:02 – Examples of how we do this