FINANCIAL PLANNING
(OUR FOUNDATION)
OPULENT WEALTH FRAMEWORK
ZOOM
01
DISCOVERY &
VALUES ALIGNMENT
We start with what drives you. Through a behavioral finance and values-based exercise, we uncover your motivations, financial mindset, and what truly matters to you, so the plan reflects your life, not just your assets.
02
DATA GATHER
ORGANIZE & CLARIFY
We help you pull together all the moving parts—statements, insurance, business documents, estate structures—and create a clear, consolidated view of your financial world.
03
ANALYZE & EVALUATE
We take a deep dive into your current financial position, evaluating cash flow, taxes, investments, protection, estate planning, and more to identify strengths, gaps, and opportunities.
04
DESIGN THE STRATEGY
Using what we’ve learned, we build a customized, values-aligned financial plan. This includes detailed recommendations around accumulation, distribution, tax efficiency, investment strategy, and legacy planning.
05
PRESENT & EDUCATE
We walk you through your strategy in plain English—educating you on key decisions, trade-offs, and the “why” behind each move so you feel confident and informed.
06
IMPLEMENT & COORDINATE
We coordinate with your extended team—CPAs, attorneys, bankers, and more—to put your plan into action efficiently and cohesively. You get one point of contact; we handle the moving parts.
07
MONITOR & EVOLVE
Life changes. So do markets. We meet regularly to review, adjust, and evolve your strategy—so your plan stays aligned with your goals, no matter what the future brings.
01
DISCOVERY & VALUES ALIGNMENT
We start with what drives you. Through a behavioral finance and values-based exercise, we uncover your motivations, financial mindset, and what truly matters to you, so the plan reflects your life, not just your assets.
02
GATHER DATA -
ORGANIZE & CLARIFY
We help you pull together all the moving parts, statements, insurance, business documents, estate structures, and create a clear, consolidated view of your financial world.
03
ANALYZE & EVALUATE
We take a deep dive into your current financial position, evaluating cash flow, taxes, investments, protection, estate planning, and more to identify strengths, gaps, and opportunities.
04
DESIGN THE STRATEGY
Using what we’ve learned, we build a customized, values-aligned financial plan. This includes detailed recommendations around accumulation, distribution, tax efficiency, investment strategy, and legacy planning.
05
PRESENT & EDUCATE
We walk you through your strategy in plain English, educating you on key decisions, trade-offs, and the “why” behind each move so you feel confident and informed.
06
IMPLEMENT & COORDINATE
We coordinate with your extended team, CPAs, attorneys, bankers, and more, to put your plan into action efficiently and cohesively. You get one point of contact; we handle the moving parts.
07
MONITOR & EVOLVE
Life changes. So do markets. We meet regularly to review, adjust, and evolve your strategy, so your plan stays aligned with your goals, no matter what the future brings.
01
DISCOVERY &
VALUES ALIGNMENT
We start with what drives you. Through a behavioral finance and values-based exercise, we uncover your motivations, financial mindset, and what truly matters to you, so the plan reflects your life, not just your assets.
03
ANALYZE & EVALUATE
We take a deep dive into your current financial position, evaluating cash flow, taxes, investments, protection, estate planning, and more to identify strengths, gaps, and opportunities.
05
PRESENT & EDUCATE
We walk you through your strategy in plain English; educating you on key decisions, trade-offs, and the “why” behind each move so you feel confident and informed.
07
MONITOR & EVOLVE
Life changes. So do markets. We meet regularly to review, adjust, and evolve your strategy so your plan stays aligned with your goals, no matter what the future brings.
02
DATA GATHER
ORGANIZE & CLARIFY
We help you pull together all the moving parts; statements, insurance, business documents, estate structures—and create a clear, consolidated view of your financial world.
04
DESIGN THE STRATEGY
Using what we’ve learned, we build a customized, values-aligned financial plan. This includes detailed recommendations around accumulation, distribution, tax efficiency, investment strategy, and legacy planning.
06
IMPLEMENT & COORDINATE
We coordinate with your extended team; CPAs, attorneys, bankers, and more—to put your plan into action efficiently and cohesively. You get one point of contact; we handle the moving parts.
At Opulent Wealth Partners, financial planning isn’t a one-time exercise, it’s the cornerstone of every decision we make together. We believe in building from the ground up: safeguarding first, then planning, investing, and eventually transferring wealth with intention.
That’s why we use a structured, values-driven framework designed to help you plan for the worst and prepare for the best, whether you're building wealth, preserving it, or passing it on.
Our approach starts with understanding what drives you, not just financially, but personally. Through behavioral finance principles and in-depth discovery, we help you gain clarity around your values, goals, and risk comfort so we can make decisions that feel right today, and still work tomorrow.