Our Process
When you choose to work with C1 Wealth Management, you have a team working to support and guide you through the process from the first steps throughout our working relationship. Our process starts with a C 1 Checkup C1 Check-Up The C1 check-up is a full financial review that looks at everything from insurance to investments. We analyze your current situation and provide a blueprint for accomplishing your financial goals. C1 Check-Up or a product-specific quote that is initiated either through a secure email link or a phone call.
As we get to know you and gather details about both your current situation and your desired goals, we will get to work for you. After our analysis we will provide you with options to move you in the right direction. Our guidance and your proactive nature help make a financial professional team able to assist you in getting where you want to go.
As financial professionals, we are committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances increasing your wealth while protecting what you have through targeted risk management.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.