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Our Process

Financial advisors reviewing charts, graphs, and reports during a planning session – Stonebridge Wealth Systems process

It Starts with You.

At Stonebridge Wealth Systems, we believe financial planning should be personal, flexible, and built around your unique circumstances and goals. That’s why our process begins with getting to know you—your dreams, concerns, and financial aspirations. In our first appointment, we’ll take the time to understand where you are today and where you want to go. We do this using our Retirement Compass Process focusing on 5 key areas of your current financial life: Income Planning, Investment Planning, Tax Planning, Healthcare Planning, and Legacy Planning.

Using this insight, we’ll develop a customized plan designed to help you achieve financial security and confidence. And as life evolves, so will your plan. Whether you’re navigating major life events, market changes, or new opportunities, we’ll be here to adjust your strategy and keep you on track.

A well-structured financial plan does more than just prepare you for the future—it helps safeguard against unexpected challenges such as disability, critical illness, or sudden loss of income. With the right strategy in place, you can feel confident knowing that you’re protected at every stage of life.

So what are the steps?

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1. Introductory Meeting

Join us at one of our convenient locations for a relaxed and welcoming conversation with our professional team—complete with your choice of coffee, soda, water, or iced tea. If meeting in person isn’t ideal, we’re happy to connect virtually at your convenience. During this first meeting, we’ll take the time to understand your financial priorities, preferences, and any potential challenges that could stand in the way of your goals. Together, we’ll begin outlining a personalized roadmap to help you achieve financial success. We’ll also discuss expectations and determine whether an ongoing partnership is the right fit for you.

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2. Exploration & Preliminary Planning

After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.

Pie chart icon symbolizing detailed financial planning and investment strategy

3. Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.

Money icon representing ongoing financial support and retirement planning advice

4. Ongoing Support & Advice

Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.

Contact us today to see how a financially sound plan may bring you closer to your goals.

Investment advisory services are offered through Stonebridge Wealth Systems, LLC (SWS or Stonebridge), an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of Stonebridge by the SEC, nor does it indicate that Stonebridge has attained a particular level of skill, training, or ability. Insurance products and services are not offered through SWS but are offered and sold through individually licensed and appointed agents.

The information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Stonebridge Wealth Systems, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency.

Securities offered through World Equity Group, Inc., Member FINRA/SIPC. Investment advisory services offered through Stonebridge Wealth Systems, LLC, a SEC Investment Advisor. Stonebridge Wealth Systems, LLC and World Equity Group are separate entities and are not owned or controlled by World Equity Group, Inc.

Ed Slott and Company provides financial professionals with instruction, IRA information, and various written materials that may help them apply the principles of planning IRA distributions to the aƯairs of a particular client. The terms "Ed Slott's Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group Charter Member" or any other similar term used in relation to a financial advisor identified is solely an indication that the financial advisor so identified has attended training provided by Ed Slott and Company. The financial professionals identified receive ongoing training through Ed Slott's Elite IRA Advisor Group, Ed Slott's Master Elite IRA Advisor Group, or through other continuous training conducted by means of workshops, teleconferences, electronic correspondence or other conventional means of training. Ed Slott and Company has not conducted any background checks and has not in any way qualified any of the financial professionals who attend its training. Ed Slott and Company makes no representations regarding the financial professionals or the quality of the service they provide. Working with a "Ed Slott's Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group Charter Member" or any other similar term used in relation to a financial advisor does not guarantee investment success. No assurance can be made that working with a financial professional that has completed training with Ed Slott and Company will produce better results than working with a financial professional that has not completed the training.

The use of the Ed Slott logo creates a conflict of interest where it could appear that Stonebridge Wealth Systems has attained a higher skill level or had more success than other advisers, which may or may not be the case. We encourage everyone to carefully read our ADVs and CRS for more information.

SmartVestor™ is an advertising service for financial professionals. Advertising fees are not connected to any services offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program.

The use of the Dave Ramsey SmartVestor Pro logo creates a conflict of interest where it could appear that Stonebridge Wealth Systems has attained a higher skill level or had more success than other advisers, which may or may not be the case. We encourage everyone to carefully read our ADVs and CRS for more information.

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