What Should I Expect?
The three main reasons our clients work with us include 1) creative wealth design ideas 2) coordination of all areas of your financial life and 3) guidance and accountability towards your goals.
People also work with us due to our three-phase planning process. This process first helps you identify what is important to you by quantifying and prioritizing your goals; then through analysis and design we help you identify a plan designed to accomplish your goals, and finally we help you implement the plan through on-going guidance and accountability.
To learn more about our Planning Process, please click below:
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Client Experience and Services Offered
Odyssey Wealth Design recognizes that your financial well-being extends far beyond just your investments. That is why we’ve created a special Family Office Experience to serve you more completely. By taking the time to build a relationship with you and your family, we are able to help you make the best decisions in all aspects of your financial life. We collaborate with professionals from other disciplines to provide you with the scale of planning, advice, and resources that other practices simply can’t provide. Our extensive network of trusted advisors all work together to understand your big picture wealth design plan so that your goals are pursued.