The WealthSource planning process is built to give us a deep and meaningful understanding of you, your goals, and your finances. Whether you are planning for a second home, a new adventure, or retirement, we can help you make smart choices — and get there faster.
Some of the best things in life begin with a human-to-human connection. That is why the first thing we do is schedule a personal conversation.
Solid financial plans begin with setting the right goals. Are you planning to educate your children, retire, launch a business, care for an aging loved one, buy a rental property, or rebuild your finances after a divorce? Every major life decision comes with rewards, challenges — and planning opportunities. Let our team guide the way.
Financial facts form the foundation of a solid plan. But if you are like most people, your financial life may not be in perfect order. That might mean dusty folders, forgotten passwords, missing account statements, perhaps even an orphaned 401(k) account or two. This is why we help you get organized first. Together, we will gather all the details to help ensure that the plan considers every relevant goal, timeline, and resource.
Once we have all the important details, our team of experienced financial planners, investment professionals, and researchers can get to work! The goal is to craft a financial plan and a portfolio that’s personal, comprehensive — and agile enough to handle future surprises.
The true value of any plan is in its disciplined execution. Whether you need a tax reduction strategy, a rebalanced portfolio, or new estate documents, we begin by defining specific next steps based on urgency and priority. Our goal is to capture time-sensitive opportunities — and to help you make steady progress toward getting your financial life in order.
Just-in-time answers to your questions between scheduled meetings
Behind-the-scenes continuous monitoring of account activity
Refine the plan to ensure your resources are aligned with your goals
Re-assess your goals, resources, income streams, timelines, and options
Sean has been in the financial services industry since 1997 and currently works with professionals and business owners to help manage complex financial situations.
Since obtaining a Bachelor’s Degree in History from the University of California, Santa Barbara, Sean earned the Accredited Wealth Management Advisor® designation and has worked with a number of major Wall Street firms. Having lived and worked in San Francisco, New Jersey and Chicago, Sean now lives in San Luis Obispo with his wife and four children.
All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”). Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource. Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource. WealthSource is not a law firm and does not provide legal advice. You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.