Our Process

Loveless Wealth Management LLC (LWM) offers a thoughtful and detailed process with a long-term focus resulting in a plan to help achieve your goals. We will act as your trusted fiduciary so you can have confidence in your financial life without having to manage the burden alone.

  • Listen

    What are your goals for the future? What is it that you value? Tell us. We put in the time and effort to gather data, define objectives, and build a strong trusting relationship. This allows us to create a strategy and plan specific to your needs.

  • Analyze

    At this point we engage in a detailed analytical process to gain an intimate understanding of your current status relative to your stated objectives. This requires an examination of wealth, risk and tax management strategies. We dedicate ourselves to analyzing and evaluating where you are financially, so we can provide the guidance to get you where you want to be. Some topics we focus on at this stage include:

    • Savings and investments
    • Assets and liabilities
    • Income (level and type)
    • Estate Planning
    • Insurance Planning
    • Financial Goals
  • Presentation of Recommendations

    Our clients are unique, and so is the advice we provide them. Only after meticulous analysis do we develop and present customized and comprehensive recommendations designed to help meet your individual objectives and goals. It is during this process that we agree on the next steps going forward. Presentations may include:

    • Tax Planning
    • Retirement Planning
    • Investment Analysis
    • Individualized Financial Planning
  • Implement

    Once we have agreed upon the best strategy for you, you can be assured that your strategy will be carried out with the utmost precision. Our years of experience and advanced certifications aid us in executing each client-tailored investment strategy. We will coordinate with other professionals, as needed, and be accountable for putting your plan into action.