Wealth Management Process

Leisner Wealth takes an individualized approach to each client’s financial plan. We want to know your hopes and dreams for the future, when something exciting happens to your family, and when something is confusing you about the finance industry. That way, we can work with you to create a comprehensive strategy tailored to your individual needs.

When you work with Leisner Wealth, we get to know you personally and we feel honored to call our clients part of our family. After all, finances are personal.

While all financial plans are personalized, here is an overview of our onboarding process:

Once the 90 day follow up meeting happens and a client is happy, we will move to bi-annual meetings to ensure your goals haven’t changed and we are on track.

In the meantime, all clients are able to book ad hoc meetings with Leisner Wealth whenever they are needed. Clients also have direct access to our team via phone, email, and text message for quick questions or needs.

We want our clients to feel comfortable with their financial plan.

Ready to start the process? Fill out this form.

Name

Email

Address

Phone

Question

Thank you!

Oops!