In order to know where to go, we first need to know where you are.
These foundational meetings are designed to give you both clarity and insight into your retirement plan. We take time to understand your goals, lifestyle, and biggest questions, then apply retirement best practices to your specific situation. From there, we organize and evaluate your full financial picture to uncover plan-specific risks, opportunities, and thoughtful adjustments so you can move forward with greater confidence.
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This next phase is designed to educate and equip you with a clear framework before any specific recommendations are made. We focus on what is possible, walking through your options and explaining how different types of money, including risk and non-risk assets, function in practice.
Our goal is to align expectations with reality and help you understand how the financial industry truly works, then apply that knowledge directly to your needs, wants, and goals. This is where thoughtful planning becomes personal, practical, and grounded in real life.
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The best plan is a plan you can actually follow.
This is where your plan takes clear shape. We align your needs, wants, goals, and current strategy with the education we have walked through together. We begin by strengthening the foundation of your plan, focusing on taxes, cash flow, and non-risk assets, then layer in coordinated strategies for investments, insurance, and legacy planning. Each recommendation is refined to ensure everything works together in a cohesive, real-world way and aligns with your goals and long-term vision.
Welcome to the fiat Family!
Once your plan is in place, we continue walking alongside you throughout the year. Our Annual Service Calendar outlines key planning seasons, events, and touchpoints so you always know what’s coming next. You’ll hear from your advisor as well as our Client Service team, Lindsey Lewis and Boston Eddy, who help keep everything organized and moving forward.
They will stay in contact primarily through email, and you can always reach the team directly at clientservice@fiatwm.com
Surge Visits
Twice a year, we enter what we call Surge season — intentional planning windows that keep your strategy proactive and aligned.
In the spring, we focus on long-term clarity by reviewing your estate plan, revisiting your retirement vision, and ensuring everything reflects your current goals. In the fall, we turn our attention to proactive tax planning, identifying opportunities that must be addressed before December 31.
Ongoing Access & Education
We remain on retainer year-round, with access to your advisor and our team as needs arise. Throughout the year you'll also be able to stay connected to Fiat through:
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Fiat Wealth Management, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.