Client Experience

    1. By starting with discussions that align our financial philosophy with your personal and business goals, we introduce a novel approach to your financial strategy. Together, we’ll create a vision for your future, laying out a plan to realize its potential.
    2. We’ll need to understand where you are now to get to where you want to be. This involves collecting your financial data to paint a clear image of your current and desired financial standing. This insight is key to steering you towards a prosperous future.
    3. With your input, we’ll zero in on your goals and evaluate your current finances. We’ll construct a map of your existing wealth and analyze your financial strategies, identifying any possible inefficiencies and forecasting the likely outcomes of your present decisions. This stage brings clarity, exploration, and growth, paving the way to a multitude of future possibilities
    4. This phase propels your future forward. You’ll witness the potency of Actus Wealth’s comprehensive planning process, utilizing inventive tactics that are quantifiable and tailored to yield superior results rather than mere average performance.
    5. Following the integration of our strategies, we’re keen to learn about your experience with Actus Wealth. We continuously strive to refine our approach with every client interaction, setting the foundation for our future communications, leading up to your yearly review. Additionally, we offer a chance to share this vital process with your nearest and dearest, reiterating our commitment to your future and all involved.

This model stresses a client-focused method that combines innovative planning and persistent collaboration to identify opportunities for financial growth and continuous enhancement. It encapsulates a strategy that nurtures client relationships and employs forward-thinking to achieve optimal financial prosperity. If there’s anything more you’d like to know, I’m here to assist!

Let’s get on the same page…


One of the most important aspects of our client process is making sure that we understand our clients. Helping both of us see the big picture is essential to our ongoing communication and guidance.

We build a custom Asset-Map Report for all of our clients’ households and use it throughout our interactions to make sense of priorities and intentions as well as gaps and areas of improvement.

See how our process starts by building your personalized Asset-Map® Report

They say a picture is worth a thousand words. We agree. We start by creating a visual experience that displays your household: who is important to you, what resources will be available – both now and in the future – to use towards your financial goals. The Asset-Map process can help us make more informed decisions about your future.

Scan this QR Code to begin building your Asset-Map today!

Let’s be honest…your phone is within arms reach isn’t it? Fantastic! Open up your camera app and simply hold it over this LIVE QR code to begin answering a few short questions. Once complete, we’ll be notified and reach out to you shortly!