Learn more about our established four-part process

The Fiscal physical

Our Onboarding Process

Step 1

CONSULTATION

15 minute intro call

Phone

No Cost

Step 2

DIAGNOSE

Up to 60 minutes information gathering meeting

Zoom, phone or in person

No Cost

Step 3

PRESCRIBE

Up to 60 minutes alchemy presents recommendations

Zoom, phone or in person

No Cost

Step 4

FISCAL PHYSICAL

Annual meeting for all clients

Zoom, phone or in person

See ”Costs” for more info

* All you need to do is schedule Step 1 (a 15 minute call) and we will guide you through the process from there

Services We Provide

Comprehensive Financial Planning

We take a holistic approach to your personal finances and build financial plans that take all aspects of your financial life into account.

Retirement Income

Accumulating assets is only half the battle. Once you enter retirement and start the distribution process we help manage those distributions to ensure your savings outlive you.

Student Loan Evaluation

Our clients typically have higher than average student loans. Advice on how to handle them can be confusing and contradictory. We help evaluate student loans and offer guidance on how to best manage them to accomplish your goals.

Investment Management

We help manage your investments by utilizing low cost tax efficient investment vehicles. We ensure your investment's risk profiles are appropriate based on your goals, your current financial situation and your unique risk tolerance.

Debt Management

We help evaluate your debt profile and determine a plan to best pay down your debt while balancing it with your wealth accumulation goals.

Insurance Evaluation/Optimization

As fee-only financial advisors we can help evaluate and recommend insurance policies that are best for you without the conflict of interest of earning a commission on a sale of a product. We earn $0 commissions on insurance.

Retirement Planning

We help craft in depth and comprehensive plans to accumulate the proper amount of wealth to accomplish your financial independence goal.

Social Security Planning

We help clients determine the best time to start taking social security income to optimize benefits.

Tax Planning

We partner with your CPA and attorney to build a comprehensive and strategic long term tax strategy.

Your time is your most valuable asset.

Our 15-minute call is designed to assess your financial needs to determine if Alchemy Wealth Management is the best fit for you. If we are not the best fit, we will refer you to someone who can better serve you.

This will primarily be an information gathering meeting.

We will learn about your current financial situation, future goals and comfort level with risk. This process allows us to understand your unique needs and objectives.

We provide personalized recommendations to achieve your unique goals. These recommendations are based on your current financial situation, future goals and comfort with risk. We will review firm fees and answer any remaining questions.

We proactively monitor the health of your financial plan on an ongoing basis. We believe in a proactive, preventative approach to your financial well being. We partner together throughout your life to ensure you stay on track for your financial goal.