Our Approach - Bucher Wealth

We are committed to helping families achieve their financial goals because we understand that true wealth is about more than money – it’s about having the confidence and security to enjoy all that life has to offer.

We begin by getting to know you and your family, your unique financial situation, your challenges and goals for the future.

We use this information to construct a custom financial plan that incorporates all aspects of your financial life. This custom plan serves as the starting point to our deliberate planning approach.

We use it to drive all recommendations and provide disciplined investment advice.

Process

We employ a five-step process to draft and implement
your custom financial plan:

Initial Consultation

The first step in the financial planning process is to determine if working together is a good fit for both of us. Our goal during this phase is to begin gaining an understanding of your goals and expectations for working together so we can begin to consider how we may be able to help you. Because we strive to establish long-term, trusted partnerships with our clients, it’s very important to ensure we are compatible and that our services and approach are in line with your expectations.

In-depth Discussion

Once we’ve established that we are a good fit for each other, we begin the process of getting to know you better. Our goal in this conversation is to gain an understanding of your financial goals and dreams, your current situation and any challenges you may face in the future. We also begin gathering detailed financial information regarding your assets and accounts, liabilities, risk tolerance, investment time frame and more.

Presentation Of Financial Plan

Once we have gained a clear understanding of your current financial situation and goals for the future, we begin developing specific recommendations. These recommendations are the foundation of your comprehensive financial plan. Based on your specific needs, we may suggest implementing any combination of the following services:

Retirement Planning
Estate Planning
Tax Planning
Risk/Insurance Planning
Education Planning

… and more

During this meeting, we present your financial plan, answer your questions, discuss your feedback and decide on the steps necessary to put your plan in place.

Implementation

During the implementation phase, we sign documents, transfer accounts and initiate the strategies agreed upon in the financial plan. Now you’re up and running!

Ongoing Monitoring

Once your plan is in place, we meet with you on a regular basis to monitor your investments and progress toward achieving your goals. We also use these meetings as an opportunity to check in with you on any changes that may have occurred in your life or goals. We constantly evaluate and update your financial plan to help ensure it continues to evolve to meet the needs of your ever-changing life.