Our Process

Our 5 Step
Client Engagement Process:

Step 1: Immediate and Pressing Need

Before we move through the full scope of our engagement process we first determine if there are any immediate and pressing needs.  If so, we will address  these first and then proceed from there.

Step 2: Discovery Deep Dive

This is where we get into all of your details.  We’ll understand your total financial picture and current strategies in place across all areas of financial opportunity and concern.

Step 3: Values and Vision

What does success look like to you. How do you want to live? This can't all be about numbers as we're looking into the qualitative side of your life to find out what is truly most important - and ultimately answering the question - How do you align your assets and financial strategies to what's most important.

Step 4: Strategy Development

We view our client’s financial life through the 7 "Areas of Opportunity and Concern".  Strategy Development takes place by taking all relevant information into consideration to determine the best solutions across each of these areas to best effectuate a client' s vision and goals.

Step 5: Coordination

The final piece of the puzzle is to properly coordinate all strategies across all 7 planning areas.  By understanding how the different planning areas interact with each we can take advantage of the efficiencies that coordination provides, thereby reducing a client's net worth drag and increase their net worth over time.

Our Ongoing Engagement Process

At Pasqua Wealth Solutions we seek to maintain a high level 360o view of our client's Financial Lives. This allows them to focus on living their life while knowing that we are taking care of the planning. After a client's initial needs are addressed,  we utilize a quarterly focus map (sample below), that guides the key planning conversations that we will have throughout the year to help clients stay on track.

Quarter 1
  • Goals
  • Values
  • Vision
  • Retirements
  • Investment Allocation Rebalancing & Macro-Economic Adjustment
Quarter 2
  • Investment Allocation Rebalancing & Macro-Economic Adjustments
  • Tax Planning
  • Business Retirement Plan Review
Quarter 3
  • Investment Strategy
  • Investment Allocation Rebalancing & Macro-Economic Adjustments
  • Alternative Investments
  • Insurance review
  • Exit Planning review
Quarter 4
  • Investment Allocation Rebalancing & Macro-Economic Adjustments
  • Estate Planning
  • Year-end tax prep
  • Year in review