bigham wealth advisory's

process

the bigham wealth advantage

GET STARTED IN 3 EASY STEPS:

DISCOVER

Schedule a meeting in person or over the phone to discuss what you want regarding your financial goals and retirement.

PLAN

Utilizing your existing assets and considering those you expect to acquire in the future, we create flexible strategies to address each goal identified during the Discover meeting.

IMPLEMENTATION

Once we’ve agreed on the best strategies for your needs, we put the plans into action using the best financial instruments at our disposal.

Step one

DISCOVER

Any wealth management plan should start with your dreams and aspirations. At Bigham Wealth Advisory, you’re more than just a client, you’re family. We believe in creating a relationship with you, identifying what it means to live your life, and most importantly, how we’re going to make that happen.

Step TWO

PLAN

Once we’ve established what it means to live your life in perfection, we begin the plan of action to make that happen. We analyze where you are today, where you’ve been, and where you’re headed. The primary objective of this is to develop an effective, long-term investment strategy customized to your unique needs for long-term success.

Step THREE

IMPLEMENTATION

Our clients’ interests and dreams are what makes our business. After you’ve received your customized plan, the rest of the work is left to us whilst you can live the retirement of your dreams and/or finally achieve where you want to be, and go- financially. That’s the benefit.

Let's talk about your dreams.

get started today

(423) 541-3587

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