Financial Roadmap Process

At Ouellette Wealth Management Group, we know the road to financial independence can be a challenging one with many twists. As a fiduciary and a trusted advisor, we are devoted to providing you unbiased advice to help you meet your goals. Whether your needs are as simple as a retirement income plan or as ambitious as a comprehensive financial and estate plan, we have the expertise to advise you throughout your journey.

Over the years, we have found that many individuals do not have a cohesive plan with their finances. At Ouellette Wealth Management Group, we are committed to helping our clients get their financial house in order and make smart choices with their money. By employing a goals-based financial planning model, we assist our clients in navigating the complexities of their finances and guide them throughout life’s various stages.

The Financial Roadmap Process is the cornerstone of all our relationships at Ouellette Wealth Management Group. The discussions we have throughout The Financial Roadmap Process help to establish a basis for creating a shared vision of your future.

“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”
~Pablo Picasso

The Financial Roadmap Process is provided to all individuals at no cost or obligation. Following the completion of the Financial Roadmap Worksheet, individuals or families may become clients of Ouellette Wealth Management Group if they believe they have found their Trusted Advisor.

If you have any questions or if you’re ready to get started, please contact us. We look forward to helping guide you along your journey.

Contact Us

Introductory Call

It is our opinion that the only sustainable basis for a successful relationship is that of mutual trust. As such, the Introductory Call is intended for us to get to know one-another. It is through this call that we begin to understand what is important to you and how we can begin to help.

Values-Based Financial Planning

In addition to the introductory call, we will send you a copy of “Values-Based Financial Planning” by Bill Bachrach. Whether you are already well-to-do or just beginning to build your nest egg, the process outlined in the book will help to guide you in making smart choices with your money. It uses a five-step approach to help make the process easy and effective.

The Financial Roadmap

The Financial Roadmap Process culminates in a hands-on consultation and creation of your Financial Road Map Worksheet. Through the completion of the Worksheet, you end up with agreement about your goals, a benchmarking of your current financial reality, and perspective about the impact of having your entire financial house in order.