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Our Approach

We Take a Holistic Approach to Wealth Management

Discovery

Discovery

Prioritization 

Prioritization 

Strategy Building

Strategy Building

Our holistic approach is comprised of three key elements:

Discovery                                     

In the discovery phase we get to know who you are, your tolerance for risk, and your goals for the future. Using this knowledge in the financial planning process gives us a comprehensive snapshot of your life today and where you would like it to be in the future.

Prioritization

In the prioritization phase, we seek to understand what drives you, what perspectives on financial planning influence you, and what is important to you. This helps us accurately analyze your priorities, define your vision for the future, and determine the appropriate course of action needed to successfully achieve your goals. Here at Axiom Value, LLC, we believe that financial planning is a collaborative experience tailored to your personal goals and customized to the complexity of your financial circumstances.

Strategy Building

The strategy building phase helps us to insure that the collaborative wealth management plan we create for you is flexible and can adapt to changes in your life, in the market, and in the world. Often these changes cause your goals to change. When that happens, we can evaluate the existing financial plan, which may lead to developing new strategies, as we continue to help you pursue what is important to you.