Our Process

We create strategies that are tailored to your needs and goals.
We give our clients choices and serve as a fiduciary.

A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.

Intro/Discovery Meeting

The initial meeting is all about getting to know each other. You will meet with our team to learn more about Jones Wealth Management and our process. Together, we will discuss and begin to map out your financial goals based upon your values, aspirations, and any challenges or concerns you may have.

Planning Phase

Following your initial meeting, we can deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, and detail the steps needed to conquer each obstacle.


o If you decide to move forward with Jones Wealth Management, our team will begin the onboarding process with you by completing new client paperwork, opening new accounts, transferring existing assets, and initiating any other processes necessary to fully implement your financial plan and investment strategy.

Monitor and Review

o We make a recommendation for the number of times we’d like to meet with you throughout the year based upon your individual needs, preferences, and complexities of your financial situation. Knowing that life brings unexpected challenges (and blessings) that may impact your financial plan, risk tolerance, and overall objectives throughout the year, our team is always available to address any questions, concerns or life changes that arise. As a proactive measure to ensure your investment strategy and financial plan continue to meet your needs, we continually monitor your investments and gather essential data regarding your assets, liabilities, risk management, estate planning, and tax-related documents for the duration of our relationship.

We embrace change

Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.

Continuous Improvement

Once we have learned about you and your needs, developed and implemented a financial plan, we are not done, and in many ways our work has just begun. We will continue to meet with you regularly to update the plan for life events or changes in your goals. We also monitor your portfolio and, when necessary, rebalance according to our plan. We will remain committed to be your first point of contact with your financial needs.