Our Process

Working with Campbell Wealth Advisors starts with a 3-step process. But first, we review your tax situation because every investment decision has tax implications. We want you to feel comfortable and make an educated and informed decision about working with us. When you partner with us, you will walk away with tax-smart strategies to bring your money to life. We are confident that you will attain knowledge to improve your financial future.

Step One: Introductory Phone Call 15 to 30 minutes

During this step, we spend up to thirty minutes discussing your financial objectives. We provide an overview of our team members, our process and answer any questions you may have. You will leave this call with a clear understanding of our financial planning process. If we decide we are a good fit, we will move to step two.

Step Two: Discovery Meeting 45 minutes

During this step, we review your financial goals. We look at where you are today, where you want to be and when you want to get there. We listen as you tell us what is important about money to you so that we can better understand your needs.

Step Three: Summary and Pricing Meeting 60 minutes

In this meeting, we address what is important to you and outline a tax-centric wealth management approach toward achieving your financial goals. We will include our observations, next steps and leave you with a transparent fee quote. If we decide to partner, we will review your financial plan annually and meet quarterly or as needed to grow and protect your wealth.