Broker Check

How We Help

The Wealth Management Process is designed to provide you with a clear and comprehensive understanding of your financial situation. Lisa Dickholtz, CFP® works with you to create a personalized plan that meets your unique needs and goals. Here's a brief overview of our process:

Complimentary Consultation

We offer a free consultation to discuss your financial goals and determine if our services are a good fit for you.

Gathering Information

We gather all necessary information about your financial situation, including assets, liabilities, income, expenses, and goals.

Analysis & Recommendations

We analyze your information and develop personalized recommendations to help you achieve your financial goals. This includes creating a comprehensive financial plan that includes investment management, risk management, retirement planning, estate planning, and tax planning.


We work with you and collaborate with your team, to implement the recommended strategies, including providing independent solutions that are best suited for your unique financial situation.

Schedule a consultation

Thank you!