Broker Check

Our Process

Personalized Service

Personalized Service

Our process is carefully designed to establish a smooth and informed journey.

At SkyWealth Alternatives, we are committed to providing personalized service that empowers you to make informed decisions for a promising financial future. Join us in a partnership grounded in trust, empathy, and a shared dedication to achieving your financial aspirations.

Step 1: 
Pre-Flight
Briefing

In this discovery meeting, we explore your needs, objectives, and desired outcomes for seeking professional financial advice. We share more about our company, vision, and how we help our clients prepare for financial freedom and flexibility. This meeting helps us determine if there is a good fit for us to work together.

Step 2: 
Prepare For
Takeoff

Once we establish a fit, we engage in a client/fiduciary advisor relationship and launch our fact-finding phase. A retainer is collected at this time, and we provide you with a client questionnaire and our Financial Organizer to complete before our next meeting. Compensation options are presented, allowing you to choose the level of involvement you desire.

Step 3: 
Strategy
Development

During this meeting, we review the SkyWealth Client Questionnaire and Financial Organizer together, clarifying your needs, goals, and desires. We offer solution alternatives and emphasize education and knowledge, helping you understand the financial vehicles to consider as we begin plotting your new “flight path.”

Step 4: 
Solution
Implementation

This is when the plan to move you toward your financial goals begins, step-by-step, in order of importance to you. Our evaluation may uncover the need to engage additional professionals, including an estate attorney, a tax specialist, or a CPA.

Step 5: 
Reach Cruising
Altitude

Sit back, relax, and enjoy the flight. Once your core financial plan is established, we review, manage, and make changes when necessary. Life is a journey, and changes are to be expected. We will guide you throughout your journey.

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing.

Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.