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Working With Us
Your values + Your resources + a trusted financial partner = Empowerment & Impact
As stewards of your success, we encourage you to excel in your work, prioritize your family’s health, experience your passions, know your loved ones, see the world, and be of service. Leave the complex work of managing your wealth to us.
We offer a thorough and disciplined process with the expertise of over a decade of providing comprehensive, objective financial planning and investment advice. This is easier to navigate with the right partners in your corner.
A team working on your behalf to coordinate the complexities of a well-designed financial plan means we value collaboration with other professionals.
We will gladly work with your existing relationships or can help build a team of competent, compassionate professionals including tax advisors, attorneys, bankers, insurance specialists and even health and wellness experts to get your initial planning work addressed and reviewed over time.
Transparency on the part of the client is critical for us to do our job and, similarly, for our clients to understand we are acting in their best interest. At times we might recommend a product or service as a solution to address a piece of our financial plan design where we might collect a commission1. In that respect, we cannot claim to be a fee-only advisor. However, in approximately 95% of our work, for all fee-based relationships we are required to serve as a fiduciary in our money management approach when we collect an asset management fee. In all cases, clients deserve and receive transparency and disclosure.
The Process
Our Thoughtful and Tailored Six-Step Financial Planning Process
At Nourish Wealth Management, we believe that financial planning is about more than numbers—it’s about aligning our resources with your values to help create a confident and meaningful future. Our six-step process is designed to make the journey clear, collaborative, and deeply personalized. What you can expect:
- Personalized Service: Every plan reflects your unique goals, values, and priorities.
- Clarity and Confidence: You’ll understand every step and feel empowered about your financial future.
- Ongoing Partnership: We’ll adapt your plan to life’s changes, ensuring it stays relevant and effective.
Here’s how we work with you:
Step 1: Discover What Matters Most
We begin with two gratis conversations to understand your goals, challenges, and priorities.
- Discovery Call:
This is where we listen to your story. What’s prompting you to seek guidance? We’ll discuss your current financial concerns, explore your family dynamics, and gather details about your trusted advisors (like your CPA or attorney). You’ll also learn about our team, philosophy, and approach. - Values & Goals Conversation:
In this step, we focus on what drives you. Together, we’ll clarify your personal values and family mission, explore your goals for the future—retirement, education, philanthropy, legacy—and gain insights into your lifestyle. By the end, you’ll have a clear understanding of what we’ll need to begin crafting your plan.
Step 2: Establish a Partnership
When we’ve ensured our approach aligns with your needs, we’ll formalize the relationship.
We’ll review the scope of our work together and commit to a one-year planning engagement2. This step brings focus and structure to your financial planning journey. Even if you decide not to continue, you’ll leave with an organized, high-level overview of your financial situation to support your goals.
Step 3: Build the Foundation
We’ll collect and organize the information needed to create a tailored plan.
During this stage, you’ll provide key financial documents and details about your income, expenses, assets, and liabilities. This data is the cornerstone for creating a personalized financial strategy.
Step 4: Design Your Plan
We analyze your information to craft a financial plan that reflects your unique goals and values.
We’ll confirm the accuracy of your data, ask for any necessary clarifications, and then begin designing a comprehensive financial plan. This is where we integrate strategies for cash flow management, investments, tax efficiency, insurance, education savings, and estate planning.
Step 5: Present and Refine
Your plan takes shape as we work together to ensure it’s exactly right.
We’ll present your financial plan in detail, explaining how each component aligns with your goals. We welcome your feedback, answer any questions, and make adjustments as needed. At the end of this step, we’ll have a clear roadmap for implementation.
Step 6: Implement and Stay Connected
We’ll bring your plan to life and provide ongoing support.
Our team will guide the execution of your financial plan, from setting up accounts and transferring assets to coordinating with other professionals like attorneys or tax advisors. For all fee-based relationships we’ll also monitor your progress, meeting at least annually to review and adjust your plan as life evolves. Have a question or new priority? You’ll have access to us anytime.
At Nourish Wealth Management, we combine the expertise of over a decade of providing comprehensive, objective financial planning and investment advice with a deep commitment to understanding what’s important to you. Together, we’ll build a financial future that empowers you to live fully while creating a lasting legacy.
1We primarily offer fee-based advisory services charging a flat fee based on a client’s total assets under advisement. However, if deemed appropriate and in our client’s best interest, we also provide commissioned brokerage services. Though our financial advisor provides clients with great care and recommendations, advisors only have a legal fiduciary obligation to advisory clients.
In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2 as well as the client agreement. Services rendered will be dependent on applicable agreements.
2The Financial Planning or Consulting services listed are generally those offered under the Wealth Advisory Services Agreement. However, fees and services are customized with each client agreement. For a complete list of fees and available services, please consult the most current Form ADV Part 2A and the Wealth Advisory Services Agreement that you may obtain from your Investment Adviser Representative.
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Past performance does not guarantee future results. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.