Our Process


Change Wealth Advisors follows a 4-step process to work with you, your family, and/or your organization to determine the best path to success.


We use this method to paint the big picture and refine it from there. Each step is designed to uncover and determine what is best for the client at each following step. We have found that taking this approach aides in the understanding and necessary transition from qualitative values to quantitative values, and keeps everyone focused on what is most important. While each level dictates what is best for the level beneath it, each level supports the one immediately above it. We have found that when used, this approach creates a highly satisfying client experience and positions everyone for success.