Sunrise Planning Process

Sunrise Planning Process

Prioritizing Your Dreams  

Just as our priorities and dreams change with human aging, our primary objectives (concerns, and goals) also shift. It may seem simple, but the small details of your lifestyle can make a huge impact on your finances and the way you invest. 
 
We get it: It's difficult to sit down and try to organize the financial aspects of your life. Sunrise Wealth Advisors is passionate about relieving that mental burden and replacing that feeling of stress with confidence and satisfaction. Our firm is local to Central Florida, independent, and dedicated to reinventing the client experience when it comes to meeting with a financial advisor. 
 
Together, we will sit down and determine what life goals and concerns of yours are currently most important. Following our initial Discovery Meeting, we will gather, review, and discuss current investments, debts, and other relevant topics (COMING SOON: PDF list of sample documents).

From there, our team will develop a clear, concise, and progressive course of action for your stronger financial future and present it to you for review. It is important to us that you remember you are the captain of your financial "ship" and will always have the final say on all investment decisions. 

Sunrise Planning Process  

Realistic and simple. Our Sunrise Planning Process is a time-tested approach and guides clients through the initial (and ongoing) maintenance steps of their accounts. 
 
This 5-step process may be integrated as soon as our initial Discovery Meeting has concluded, identifying steps the client should expect the advisor to address in the coming days. The Sunrise Planning Process exists to relieve any stress of the unknown, replacing anxiety with peace of mind as our client-advisor relationship develops and strengthens.
 
COMING SOON: We are excited to share our new and improved Sunrise Planning Process diagram with you.
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