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WEALTH EMPOWERMENT PROCESS™

Working alongside our clients, we build strategies that align with their financial goals, personal priorities and lifelong values. Through our trademarked Wealth Empowerment Process™, we embark on a tested and financially informed journey seeking to provide comfort, clarity and confidence.

Discover Our Approach

Learn more about the Tedstrom Wealth Advisors Philosophy

UNDERSTAND

The Clarification Experience™

Engage in a collaborative interview process

Understand your goals, top priorities & values

Assess your strengths, opportunities & timeline

Discuss investing history, preferences & risk comfort level

STRATEGIZE

The Wealth Empowerment Roadmap™

Create personalized financial plan & investment portfolio

Incorporate your “What If” tool

Develop implementation timeline

IMPLEMENT

The Journey Begins

Guide through opening of new accounts & transfer of assets

Act on the investment recommendations

Enroll in hands-on online personalized asset tracking tool

MONITOR

The Perpetual Goal Tracker™

Monitor progress & compare goals to plan results

Adjust the plan & investments as needed

Inform you & your accountants & attorneys anything you should be aware of 

Navigate changing circumstances (The Advisor Advantage™)