Our Process

A Clear, Step-by-Step Approach to Financial Planning

At Ametrine Wealth Strategies, our process is designed to bring structure and clarity to financial decision-making. We take the time to understand each client’s goals, priorities, and current situation, then build a plan that is organized, actionable, and supported through ongoing guidance.

The Ametrine Process

Our seven-step proactive planning process reflects best practices recognized by the Certified Financial Planner (CFP) Board and the International Association of Registered Financial Consultants (IARFC). This framework ensures that every plan we create is structured, comprehensive, and built with integrity and transparency.

Step 1: Identify — Understand goals, priorities, and concerns
Step 2: Gather Information — Review the complete financial picture
Step 3: Design — Develop strategies tailored to goals and circumstances
Step 4: Deliver — Present recommendations clearly and transparently
Step 5: Implement — Put the plan into action with precision and care
Step 6: Monitor — Review progress and adjust as life evolves
Step 7: Communicate — Maintain ongoing conversations to keep plans aligned

Our process is designed to create clarity, accountability, and long-term alignment — not just recommendations.

Technology and Collaboration

At Ametrine Wealth Strategies, technology enhances — rather than replaces — the personal guidance we provide.

We utilize leading financial planning platforms, including Envestnet | MoneyGuide and Holistiplan, to support informed decision-making and collaboration.

Envestnet | MoneyGuide is used for comprehensive financial planning, including cash-flow modeling, retirement analysis, goal tracking, and scenario planning.
Holistiplan adds a tax-aware dimension to the planning process by illustrating how different strategies may impact outcomes on an after-tax basis.

This technology helps evaluate planning decisions with greater clarity and supports coordination with a client’s tax professional. While we do not provide tax advice, incorporating tax-aware analysis ensures that financial decisions are evaluated with appropriate context.

For Our Current Clients

Our current clients have access to a comprehensive financial planning experience that provides a clear snapshot of their overall financial situation. These tools support ongoing monitoring, collaboration, and updates as goals and circumstances change.

Create Your Own Login!

For Prospective Clients

For prospective clients who would like a preview of the planning tools we use, we offer a sample experience at no obligation. This allows you to see how professional planning software can help organize your financial picture and support more informed conversations.

Learn More Here!

It All Begins with a Simple Conversation

To schedule 15 minute chat about your specific circumstances and needs and how we can help you, click here:

Schedule Your Complimentary Consultation!

Disclosure

This material is provided for educational and informational purposes only and does not constitute individualized financial, investment, or tax advice. Advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Planning tools are used to support financial decision-making; outcomes may vary based on individual circumstances. Clients should consult their tax professional regarding tax-related matters.