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The Process

Our team of experienced professionals is dedicated to helping guide you on the road to financial independence. We believe in a disciplined process in order to maintain focus on your individualized needs.


The first step on your journey begins with listening to your needs. As your advisor, we will take an in-depth look at your financial and life history. Where have you been? Where are you now? Where are you going? What are your goals for the future? With your input, we will develop a plan to help you meet those goals with regular checkpoints for reviewing goals, communication, monitoring and rebalancing, if needed.


We will create a risk profile and personalized investment policy based on your financial risk tolerance and goals. We will also review your current portfolio and recommend any changes necessary to help meet your needs and objectives.


Determining how you should allocate your assets is an important and essential part of your financial success. We have the access to a variety of investment options and have the flexibility to keep your portfolio diverse and on track to achieve your goals.


We will regularly monitor your portfolio and conduct periodic reviews with you. We will generate consolidated performance reports and adjust and rebalance your portfolio as necessary.

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P: 678-551-6400 | F: 678-551-6401 Lisa@wadleyfinancialgroup.com |
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Registered Representative of INVEST Financial Corporation, member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with other entities named.

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