Learn more about our established four-part process

The Fiscal physical

Our Onboarding Process

Step 1


15 minute intro call


No Cost

Step 2


Up to 60 minutes information gathering meeting

Zoom, phone or in person

No Cost

Step 3


Up to 60 minutes alchemy presents recommendations

Zoom, phone or in person

No Cost

Step 4


Annual meeting for all clients

Zoom, phone or in person

See ”Costs” for more info

Comprehensive Financial Planning

We help plan and manage all aspects of your personal finances to build financial plans that take all aspects of your financial life into account.

Investment Management

We are dedicated to helping you grow long-term wealth through low-cost, tax-efficient investments. We ensure your investment's risk profiles are appropriate based on your goals, financial situation, and risk tolerance.

Retirement Planning

We specialize in pre-retirement planning and post-retirement spending strategies to help our clients achieve their financial goals now and in the future.

Cash and Asset Management

We'll create a financial plan that helps ensure you have cash on hand for impending costs and are able to invest strategically and add to your overall value.

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.

Tax Planning

We partner with your CPA and attorney to build a comprehensive, long-term tax strategy that allows you to keep more of what's yours.

Estate Planning

We'll develop an effective financial plan for you and your loved ones that will meet your needs and protect your assets for years to come.

Financial Risk Management

Helping protect your investments from market fluctuations & unforeseen events by analyzing threats to your assets and determining how much risk is acceptable based on your financial goals.

401(k) Planning

We help our clients achieve long-term financial goals by offering customized 401(k) strategies that are based on each client's unique needs and goals.

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.

Philanthropy Management

Philanthropy management helps you impact your community in a way that lasts long after a donation is made.

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.

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.