Our Process

For us to do our job—providing you with the best possible investment and financial advice—we first need to understand what you would like to accomplish, not just financially but personally. When you partner with Silicon Valley Wealth Advisors, we begin our relationship by asking you about your goals:

  • What would you like to accomplish for yourself, your family, your community?
  • What would you like to do, have, experience and learn in the time before you?
  • What can we do to help you accomplish those goals?
  • What are the details of your financial past—the life-changing events and defining moments that influenced your current financial status and led you to where you are today?


Preparing for Your Financial Future

By understanding your past, we can better prepare your financial future, choosing the right tools and services to meet your unique financial needs and match our investment strategy to your goals and values.

Each of us confront major life transitions at one time or another. As financial advisors, we’re sensitive to the fact that personal circumstances can influence your relationship with money. What transitions are you expecting to take place in the near future that will impact your financial planning needs?

Learning about you and your financial life increases the likelihood that we will be able to help you achieve your financial objectives.


Financial Planning Process Chart

A Plan with You at the Center

We create investment portfolios and financial plans with you at the center, so that your experience of working with us will be more complete and satisfying. Your values, your experience and your goals drive the creation of your plan and your portfolio.