Our Process

WHAT DOES OUR PROCESS LOOK LIKE?

Whether you are a professional athlete looking for comprehensive financial planning, or a coach who knows nothing is promised, we believe you deserve the best planning available. The process matters; don’t be afraid of asking questions and getting involved.

Step 1: DISCOVERY

What are your passions? What are your goals? What drives you towards success each and every day? Where are you now and where do you want to be? What do you want to accomplish? When we have a better idea of your vision and goals, we’ll know if we’re a good fit for you – and vice versa.

Step 2: CREATIVE SOLUTIONS

After learning what you’d like to accomplish, we start building out a specific game plan to fit your situation.  We’ll build a comprehensive, tailored plan to most efficiently address your needs and future.

Step 3: IMPLEMENTATION

Whether you’re starting at the beginning or we’re picking up part way through your journey, our process is goal focused and planning driven. We’ll put the plan in place to get you where you need to be, for you and your family.

Step 4: GOALS/PERFORMANCE REVIEW

Life changes over time! We’ll be here with you every step of the way, with frequent check-ins and Annual Reviews. We are here for changes and questions at any time. Flexibility is key to our planning and impactful when implemented at times of life’s uncertainties.

 

Didier Occident
Financial Advisor


Occident Wealth Management

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck