The Independent Lifestyle Process

The Independent Lifestyle Process – Our Integrated Wealth Management Plan

At Santori and Peters, our main objective is to help you make smart decisions about your money. To do so, we use a systematic process to determine what type of plan will help you target your goals. Our Independent Lifestyle Process is a step-by-step wealth management process delivered in three phases.

Independent LIfestyle Process

Phase One
In Steps 1 through 4, a Santori and Peters financial advisor will work with you to assess your current situation and create a powerful vision for your future – personally and financially.

Phase Two
In Step 5, we work with you to develop a plan to overcome roadblocks and identify the tools, financial and otherwise, needed to achieve your vision. Your plan will include detailed timelines and benchmarks for success.

Phase Three
Finally, in Step 6, we assist you to put together all of the resources and services you’ll need to implement your wealth management plan.We will build a network of world class outside advisors chosen for excellence in their field, that may include an attorney, a banker, a CPA, etc. And you’ll continue to meet with your Santori and Peters wealth management advisor for regular reviews and updates to your plan.

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