The Strategic Wealth Management Cycle

My mission is to help you consistently make smart decisions regarding your investments, tax planning and estate planning so that you may live life to the fullest, free of financial concerns. To this end, I use The Strategic Wealth Management Cycle™, a systematic consulting process, to create a comprehensive Wealth Management Plan. This process helps me achieve four important goals:

  1. Understand your values
  2. Understand your true financial goals
  3. Create the best possible plan for achieving your goals
  4. Keep your plan on track each step of the process

The Strategic Wealth Management Cycle™ is based on a series of five meetings with you, plus regularly scheduled quarterly meetings.

  • The Discovery Meeting

  • The Investment Policy Statement Meeting

  • The Mutual Commitment Meeting

  • The 45-Day Follow-up Meeting

  • The Wealth Management Plan Presentation Meeting

  • Regular Progress Meetings

Who is Alan Cranfield?

For the past 20 years, Alan Cranfield has been dedicated to helping his clients achieve their financial goals.

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Our Service Commitments

Alan and his team recognize that providing consistent, high-quality customer service is an essential part of helping clients achieve their goals.

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