First we have a conversation in an Introductory Meeting.
This is the first part of establishing our partnership. We will schedule a 30-minute call (or in-person meeting) to
identify your values, goals, priorities, preferences, as well as potential obstacles.
Also in our Introductory Meeting, we will mutually establish your expectations for us and the steps we will take the meet those expectations.
Do you feel like your current advisor experience may be lacking? Are you overwhelmed with trying to manage your investments on your own? Do you know there are steps you should be taking with your wealth, estate, insurance or taxes, but just don't like dealing with it?
We can help.
Following the Intro Meeting, if you want to move forward, we will take a deeper dive in a 60-minute Exploration Meeting (virtual or in-person).
We will establish action and priority items by developing a comprehensive assessment of your current financial picture and goals.
Read more on our Investment Strategies:
We guide your wealth. Have questions about investments, taxes, retirement? We will guide your unique circumstances.
Following the Introductory and Exploration Meetings, we will deliver your personalized roadmap and work to guide you to your goals through Ongoing Advice Meetings.
Zuma Wealth, your guide, brings to you 25 years (and counting) in the financial business plus the knowledge and expertise that
comes with working with a CFP®, the gold standard for financial planning.
See the next section for a list of the wealth planning services where we can help.
We grow your wealth so you can do with it as you please.
Keeping up to speed on the global stock markets, interest rates, and the latest investment strategies and processes are critical to growing wealth. We do that for you.
Our financial strategies are rooted in rigorous proof of concept research and adjusted when needed to incorporate changes that can occur over time. Helping you accumulate wealth and financial freedom are our mutual goals.
Warren Buffet has famously quipped that the #1 rule is to guard your wealth. The #2 rule is to never forget rule #1.
Big waves and calm waters can be challenging to navigate or predict. For instance, in March 2020 the U.S. stock market was stormy, losing more than 30% and interest rates collapsed to historic lows. In 2017, waters were calm all year. Terri has managed client money through all types of markets and will guard your wealth through storms.
Guard. Grow. Guide. We do this for you through sound investment guidance, smart asset location for tax planning and scenario analysis, all to ensure you are making the right decisions today.
Topics covered are tailored for each client and will include a review of all key issues of financial planning, including: