Our Process

Client-Centered Wealth Management. Like It Should Be.

At any given time, is our ultimate goal to set the standard for customer service? Without a doubt. We advise and serve our clients the way we think is best, viewing your financial picture and the current state of the economy, as one seamless whole. We’re continually discovering new possibilities using our skills, knowledge and expertise.

The process for getting started begins with a snapshot of your goals and current financial state. After this initial phase, Parkworth presents you with a final net worth statement and an in-depth strategic financial and investment plan. Our on-going service promise ensures continual reviewing, tracking and planning. We schedule meetings on a regular basis to review goals and objectives and welcome additional phone calls or personal consultations at any time through out the year.