(253) 638-7121 Rob@sprylenwealth.com

      Our Process

      We work closely with you to fully understand your particular situation, and provide access to a wide variety of products and services targeted specifically to your unique needs and goals. Each relationship and each client is distinctive, but the steps of getting started with us generally include the process below.

      Identify Your Goals and Priorities

      We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what goals and priorities you have. We complete a comprehensive risk questionnaire, which is essential to understanding your investment mind-set.

      Gather Your Data

      We gather any necessary documents, policies and statements. Together with us, you will define your personal and financial goals, including timeframes.

      Analyze Data and Create a Plan

      The primary objective of this stage is to help develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend, to work toward helping you achieve your goals.

      Implement Your Personalized Plan

      The primary objective of this phase is to help successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

      Review and Monitor Your Plan

      We monitor our client’s accounts on a regular basis to help ensure they are still performing in a way that meets your intentions. Communication with you is a top priority. We explain and answer questions about our reporting methods, and stay in touch with you to keep you informed. When we discover that your circumstances have changed, or that shifting global markets require a different investing approach, we communicate to you our recommendations for the appropriate adjustments.

      Schedule Your Appointment with

      Robin Naylor
      Today!

      Sprylen Wealth Management, LLC is a registered investment adviser in the state of Washington. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. Most states exempt us for up to 6 clients.