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Our Process

At Nolan Wealth Management, planning starts with you. While one-size-fits-all strategies may be the common approach, we design truly customized solutions tailored to your unique situation. 

Whether you’re seeking comprehensive solutions, a reliable roadmap for your retirement or tax-advantaged college plans, we can build strategies that put you on the path to achieving your goals.

Introductory Meeting: Successful planning starts with trust. We dedicate our initial meeting to learning about you and your life, both inside the financial world and beyond it.

Gathering Data and Goals: We seek to gain a thorough understanding of who you are and what you value most. From the foundation, we create your custom plan and build a framework to grow and protect your wealth.

Strategy Development: In addition to exploring your goals, we analyze your risk tolerance, business commitments, family situation and more. Using your goals as the benchmark for success, we integrate all areas of your financial life into a sound financial plan.

Presenting Recommendations: Each of our proposals is always dependent upon your review and endorsement. Through every stage of our partnership, we are committed to enhancing your understanding of the strategies in place.

Planning Implementation: To protect your financial future, we will ensure all areas of your plan meet your expectations. As we implement your custom strategies, we will coordinate our process with additional members of your team including legal, accounting and trust professionals.

Ongoing Review: Truly comprehensive wealth management plans adapt to the unexpected. As markets and economies change, your financial plans must be able to change to meet these challenges. We stay vigilant and work alongside you to promote your continued success.