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Our Process

What's most important to you?
What do you want to accomplish during your life?

Here at Fleet Wealth, our focus is on your goals and dreams (really!) Then, we suggest an action plan to achieve those dreams. 

To prepare your multifaceted plan, we created our wealth planning process with four essential elements.

Core Values

Core Values

First, to know how our process may help, we need you to share your core values. It will help with a few essential goals:

  • To grow your knowledge and confidence
  • To develop our relationship and exchange our experiences
  • Better understand how we might best serve you

As a result, the solutions we offer will reflect your core values and beliefs, and rest assured they are always directed towards a specific purpose.



Where are you now? Where do you want to be, both in your personal and financial life?

These are questions that help us dig into the facts. We gather information about your life and business and identify essential details.

We use research, discovery sessions, interviews, some basic and advanced questionnaires. We do it in a highly confidential manner. 

With the right facts and research, we can design a roadmap that enables you to live out your dreams. 

Strategic Planning

Strategic Planning

Like a real map, a financial map illustrates how to get you where you want to go. We use specific solutions that meet your goals and aspirations for the future.


The destination to your wealth will always have more than one path. Each of them comes with its unique strategy.

At Fleet Wealth, we customize our services, products, and resources to your specific needs. We'll look at the roads available to decide which path you want to take.

Implementation and Client Review

Implementation and Client Review

Once you've picked your path, it's time to act. We work together during the implementation phase to execute the actions you need.

We're committed to helping you achieve your long-term goals - no matter what happens.

Should your life take a different turn, we are with you every step of the way. Through client reviews, you can feel confident that your plan is aligned with your goals in life.

We help you grow, preserve, protect and enjoy your wealth throughout your lifetime and for future generations.

With our process, you are never alone building your wealth.

Let’s do it together!

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