Our Financial Planning Process

The D.E.S.I.G.N. Process

Discover You

Our process begins with a complimentary introduction. We meet to get to know you and understand your unique situation. We share our observations, our new client process, and how we can work together.

Evaluate Your Financial Picture

If we’re a mutual fit, we'll schedule an Evaluation Session to look at your cash flow, retirement savings, goals, and other financial information. We’ll create a game plan that moves you from where you are today to where you want to be.

Strategize & Plan

We’ll develop a personalized plan that outlines the steps needed for you to achieve your financial dreams, ensuring it propels you toward an exciting and prosperous future.

Implement & Monitor

We’ll help you implement your plan, making necessary adjustments as your needs grow and change, and ensure you stay on track no matter life's circumstances.

Grow & Adapt

We’ll meet with you regularly to review your progress and make any needed adjustments. We’ll support you through all financial decisions and milestones, providing ongoing guidance and acting as your trusted partner.

Nurture & Support

Redesign Wealth Planning is committed to being with you every step of the way, nurturing your financial confidence and growth. Our mission is to adapt to your changing life, and goals, offering steadfast support and guidance.

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