Discovery

We’ll help you gather your key financial documents and assess where things stand today.

We’ll also introduce you to the curriculum and expectations for the program.

This is where the magic begins. Industry leading tools like the Lumiant™ platform help us get to the root of what matters most in your life.

Alphabet Soup

Learn to speak the language of wealth.

Our goal is to make financial terminology as simple as possible. In this session, we'll define the vocabulary, empowering you to make wise financial choices and avoid financial pitfalls.

We’ll introduce Riskalyze™, a tool that utilizes a proven scientific framework to calculate a Risk Number® - pinpointing exactly how much risk you are comfortable with as an investor.

Caring Conversations

Now that you understand your money, learn how to discuss it with others.

Conversations about wealth can be challenging. We will equip you with the skills and confidence you need to have critical, but caring, conversations with your loved ones.

Depending on your specific situation, we’ll customize advice and frameworks to ensure you can connect with loved ones on important financial topics.

Analysis

Time for a deep dive into the details of YOU.

Together, we will address budgeting, managing money, safe withdrawals, life stages, and managing financial priorities.

Using Mint™, the #1 most downloaded personal finance app, we’ll teach you how to stay on top of your money, access your entire financial life in one place, and start making confident money moves.

Investments 101

Learn how to make your money work for you.

This is your guide to all things investing. By the end of this session, you’ll understand what is in your portfolio and why.

Join Patrick Huang, Director of Investments & Wealth Management, for an easy-to-understand Mastering Your Money session that will simplify advanced investment strategies and topics.

Road Map Forward

Determining what’s next for you.

Nothing is set in stone. Together, we will create a flexible plan for your future and evolving goals. Feel prepared for each new challenge and opportunity that comes your way.

Get one-on-one advice from Source Financial Advisors CEO, Michelle Smith, to craft a roadmap for your financial life moving forward.