prov·i·dent
  • Welcome
  • Wealth Management
  • Taxes
  • Estates
  • Articles
  • About Us
    • Team
    • Firm
    • Process
    • Locations
  • More
    • Welcome
    • Wealth Management
    • Taxes
    • Estates
    • Articles
    • About Us
      • Team
      • Firm
      • Process
      • Locations
prov·i·dent
  • Welcome
  • Wealth Management
  • Taxes
  • Estates
  • Articles
  • About Us
    • Team
    • Firm
    • Process
    • Locations

Our Discovery Process

Schedule a Consultation

Lets Meet

Ask us Anything

Your Agenda

We start the discovery process with clients simply by learning about you and your family. How many children/grandchildren you have, where you like to vacation...the fun stuff.

Your Agenda

Ask us Anything

Your Agenda

We are here for you, period. Tell us what has prompted you to contact us. Help us understand things you're excited about or why you are concerned.

Ask us Anything

Ask us Anything

1 Yr - 5 Yr - 15 Yr Plans

That's right! We are meeting each other, so please ask questions. There is no reason you should give us your balance sheet before you know us.

1 Yr - 5 Yr - 15 Yr Plans

1 Yr - 5 Yr - 15 Yr Plans

1 Yr - 5 Yr - 15 Yr Plans

We could have just said goals, but we like to be different. We have conversations with clients about more than just retirement and leaving a bunch of money to the kids.

The Numbers

1 Yr - 5 Yr - 15 Yr Plans

Financial Plan

We collect information on all of your assets and liabilities. Many of our clients have multiple homes, land, business equity, motorized toys, and valuable collections.

Financial Plan

1 Yr - 5 Yr - 15 Yr Plans

Financial Plan

In our next meeting, we start to present strategies to you based on your preferences from the information you shared. Visit the  Wealth Management  tab to learn more.

wealth management

Information Security & Asset Protection

When you work with Provident, your assets are held by trusted custodians Charles Schwab or TD Ameritrade through our Registered Investment Advisor (RIA) institutional relationship. A major benefit of working with us is that you may chose multiple custodians. This even means you have the option to continue to use your employer-sponsored retirement account (i.e., 401(k), 403(b), 457, TSP, TRS) which may provide significant benefits instead of an IRA. We will help you decide which option is best for your situation. 

  

Schwab Security Guarantee

  TD Ameritrade Security & Privacy

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