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Working With Our Team


If you want to find the answers and make the most of your financial journey, it’s important to have a team of Financial Advisors who can help you along the way.


That’s exactly what the team at Genesis Wealth Advisors will do — we'll get to know you, understand how you see your future, and identify clear steps to help you plan for it on your terms.


Your First Meeting With Our Team of Financial Advisors


The path to financial confidence starts with your initial consultation with our team of Financial Advisors. It’s an opportunity for you to ask questions, talk informally about your goals and dreams and get to know our team of advisors.


After your initial consultation, you‘ll know the value our team of Financial Advisors can provide, the fees you may pay if you decide to work with us, and the next steps.



Preparing for Your Initial Consultation


While every conversation is different, you can expect to cover some general information and get a sense of what it’s like to collaborate with our team of Financial Advisors.

To Help Prepare for this Meeting, you Should Have a Basic Idea of your Current Financial Picture and Financial Goals:

  • How are things now?
  • Do you have any concerns?
  • What do you hope to accomplish in the next few years and longer term?



Questions to Think About in Advance of the Meeting


If you haven’t already, think about the priorities you have for your financial future.


Come Prepared to Answer these Questions:

  • What’s exciting?
  • What worries you when you think about finances?
  • Was there a recent event that caused you to consider seeking advice?
  • Are you saving for a child’s or grandchild’s education?
  • Are you getting the personal attention you need from your advisor?
  • Are you considering purchasing a new home?
  • What would you like to do when you retire?
  • How can you plan now to ensure your legacy is the one you envision?



Your Ongoing Relationship with Our Team of Financial Advisors


Once you’ve decided to work with us, our team of Financial Advisors will help you develop, track and modify your plan over time to meet your dreams and goals.


Your relationship with our Team of Financial Advisors at Genesis Wealth Advisors is ongoing, and it can change over time to meet your needs. You’ll remain in control — from defining your goals to making decisions. Our team is there to help implement your plan and guide you along the way.



Connect When, Where, and How You want


Genesis Wealth Advisors provides personal services based on the unique needs of each client by working non-traditional hours, meeting clients at their homes and places of work.



Track Your Ongoing Progress and Adjust


Our team of Financial Advisors help you stay on track. As you accomplish goals or you experience other life changes (marriage, job change, new baby, new business, retirement, etc.), the Genesis Wealth Advisors team will help you adapt your plan.


You should feel comfortable contacting our team with any financial questions, changes or concerns. That way, we are up-to-date on your financial situation.



Get Financial Confidence Today


Together, we can build a plan to help you have the means to live on your terms, and monitor your progress along the way. By breaking it down into doable steps, we make planning more manageable, and help take the uncertainty out of facing your financial future.

Start on your path to financial confidence by choosing our team of Financial Advisors at Genesis Wealth Advisors. 



To learn more about Genesis Wealth Advisors and the services we provide, contact us to schedule an appointment today.