Financial planning is about creating a clear, strategic path toward your long‑term goals. At Colburn Wealth Management, we follow a structured approach designed for corporate professionals and those preparing for retirement. Whether we meet in person at our central Ohio offices or virtually via Teams or Zoom, our process is flexible, accessible, and built to give you clarity at every step.
Most clients complete the full planning process in about 3–5 hours spread across several meetings — enough time to build a thoughtful, personalized plan without overwhelming your schedule. Below is an overview of how we help you build and maintain a strategy that keeps you informed, secure, and confident in every financial decision.
Introductory Meeting
Our 30‑minute introductory meeting is a chance to get to know each other and determine whether we’re a good fit. We’ll discuss your goals, career path, and key concerns while sharing insight into our approach. There’s no commitment — just an opportunity to explore whether our expertise aligns with your needs.
Information collection meeting
This meeting allows us to take a deeper look at your financial life at no cost or obligation. We’ll review your income, assets, investments, employer benefits, and retirement goals to understand your priorities and vision for the future. By the end, you’ll walk away with meaningful insights, and we’ll have the foundation needed to build a comprehensive plan tailored to you.
Team Analysis
Behind the scenes, our team conducts a detailed review of your financial picture — evaluating assets, income streams, tax considerations, retirement timelines, and employer benefits. We identify risks, uncover opportunities, and design strategies to strengthen your long‑term financial security. This work forms the backbone of your personalized financial plan.
Plan Delivery Meeting
In this meeting, we present your customized financial plan and walk through key strategies for retirement, investments, tax efficiency, and employer benefits. We’ll answer questions, refine recommendations, and ensure you understand the path forward. You’ll leave with a clear, actionable roadmap aligned with your goals.
Decision
After reviewing your plan, you’ll decide whether partnering with us long‑term is the right fit. This step gives you space to reflect on your priorities and determine whether our guidance supports the future you want to build. There’s no pressure — just clarity.
Onboarding & Implementation
If you choose to move forward, we begin implementing your plan. This includes transferring assets to Schwab, aligning investments with your strategy, optimizing employer benefits, and coordinating any necessary account changes. Our team handles the details to make the transition smooth and stress‑free.
Onboarding “Wrap Up” Meeting
This brief meeting ensures everything is in place and functioning as expected. We’ll confirm transfers, review key elements of your plan, and address any remaining questions. It also sets expectations for ongoing communication and support.
Ongoing Management
Once your plan is in motion, we shift into proactive monitoring and ongoing support. We track your accounts, adjust strategies as your life evolves, and remain available whenever questions arise. At least once a year, we meet for a comprehensive review to assess progress and ensure your plan stays aligned with your goals. With us as your partner, you can move forward confidently knowing your financial future is being carefully managed.