OUR PROCESS

Learning, Understanding,
and Knowledge-Sharing.

LIFE CHANGES

A Fact We Factor In.

Life is a series of unwritten chapters that unfold with each turn of the page. At Treehouse Wealth Advisors, we know the best written plans change with time – sometimes planned and sometimes not. That’s why we continually revisit what’s most important and the impact of your life events. The joys of marriage, a growing family, or that big promotion can alter priorities the same way unexpected loss, health and caregiving matters can.

That’s why we don’t take any of these changes for granted. As life changes, we review your financial roadmap and pivot, if necessary, to ensure your financial wellness is on the right path.

OUR PROCESS

How It Works.

At Treehouse Wealth Advisors, we take a personalized approach to wealth management because we recognize that no two clients are the same.

Discover & Learn

In this phase, we will develop an understanding of where you are at financially and talk about where you want to be. To help us get there, we will review and analyze your financial situation, ask questions, and have honest conversations.

A Thoughtful Roadmap

Once we have a thorough understanding of your situation, the next phase involves us working together to create a customized path forward. This roadmap will incorporate your values, needs, and goals which form the foundation, along with our personalized recommendations, strategies, and solutions.

At Treehouse Wealth Advisors, we believe in the power of markets, broad diversification, and investing for the long term. In your interactions with us, we will happily share our knowledge with you so that you can have a better understanding of our strategies and solutions.

Creation & Review

Once we agree on our path forward, we bring everything together and work to execute what we have envisioned. This may include opening new accounts, transferring existing assets, modifying asset allocations, constructing customized portfolios with a level of risk you are comfortable with, and managing your investments.

As you make your way along your path, it is inevitable that your circumstances will change. Our roadmap serves as a guiding post, but it is not meant to be static; it will evolve over time. As stewards of your financial well-being, we will regularly meet with you, and adjust accordingly as your goals and appetite for risk change. You can relax and stay the course knowing that your goals are always at the forefront, and that we are keeping a watchful eye on your roadmap.