Wealth Management Process

To pursue accomplishing your unique financial goals, Reston Wealth Management uses a four-part consultative process. Whether you dream of owning a vacation home, need to refine your company’s retirement plan, or are focused on providing for your child’s college education, the following process allows us to help you plan a path toward your goals.


Discovery Meeting
During your initial discovery meeting, we will get to know each other better—Reston Wealth Management will share more about our process with you, and together we’ll discuss and map out your short- and long-term goals, priorities, and expectations.

Financial Planning Meeting
Your financial planning meeting is an opportunity to communicate further about what we discussed in the discovery meeting and implement a financial plan targeted at your goals and objectives.

Investment Planning Meeting
In your investment planning meeting, we further implement your financial plan and discuss the various investment vehicles recommended.

Follow-Up Meetings
Throughout the course of our relationship, we will meet with you regularly, adjusting your financial plan to any changes in your life and monitoring your financial situation and goals to keep you on target toward meeting your dreams.

The CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals at Reston Wealth Management are dedicated to using the financial planning process to serve the needs of individuals, families, and businesses. Please contact us using the form at right to begin your journey with us today!