Financial planning is about creating a clear, strategic path to help you achieve long-term goals with confidence. At Colburn Wealth Management, we follow a structured approach designed for corporate professionals, offering expert guidance at every stage. Whether meeting in person at our central Ohio offices or virtually via Teams or Zoom, our flexible process ensures accessibility. Below, you'll find an overview of how we help you build and maintain a plan that keeps you informed, secure, and empowered in every financial decision
Introductory Meeting
Our 30-minute introductory meeting is a chance to get to know each other and see if we’re a good fit. We’ll discuss your financial goals, career trajectory, 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. If it makes sense to continue, we’ll move on to the next meeting.
Information collection meeting
This meeting is an opportunity to dive into your financial situation at no cost or obligation. We’ll review your income, assets, investments, employer benefits, and retirement goals to gain a clear picture of your needs. More than just numbers, this session helps us understand your priorities and vision for the future. By the end, you’ll have valuable insights, and we’ll have the foundation to build a comprehensive financial plan tailored to you
Team Analysis
During the analysis phase, our team takes a deep dive into the financial information we’ve gathered, evaluating your assets, income streams, tax situation, retirement goals, and employer benefits. We assess potential risks, identify optimization opportunities, and craft strategies designed to maximize financial security and efficiency. This behind-the-scenes work allows us to build a comprehensive, personalized financial plan—ensuring every decision aligns with your long-term vision.
Plan Delivery Meeting
In this meeting, we present your personalized financial plan, outlining key strategies for retirement, investments, tax efficiency, and employer benefits. We’ll walk through our analysis, answer questions, and refine recommendations as needed. By the end, you’ll have a clear roadmap tailored to your goals, ensuring confidence in your financial future.
Decision
After receiving your personalized financial plan, it’s time to decide whether moving forward with our guidance is the right fit for you. This is an opportunity to reflect on our recommendations, consider your financial priorities, and determine if our expertise aligns with your long-term goals. There’s no pressure—just the space to evaluate how we can support your financial journey.
Onboarding & Implementation
Should you decide to move forward, we begin the process of transferring relevant assets to Schwab and aligning your assets to match your personalized financial plan. This step includes consolidating accounts where necessary, adjusting investments, implementing tax-efficient strategies, and ensuring your employer benefits are fully optimized. Our team works closely with you to handle paperwork, coordinate transfers, and set up any necessary accounts—making the transition seamless and stress-free.
Onboarding “Wrap Up” Meeting
As the final step in onboarding, this brief meeting ensures everything is in place and running smoothly. We’ll review key aspects of your financial plan, confirm account transfers, and address any remaining questions. It’s also an opportunity to discuss next steps, set expectations for ongoing communication, and ensure you feel confident moving forward.
Ongoing Management
Once your financial plan is in place, we shift into “run mode”—where proactive monitoring and ongoing support ensure your strategy stays aligned with your goals. We regularly track your accounts, remain available for questions, and adapt your plan as needed based on changing circumstances. At least once a year, we schedule a comprehensive review meeting to assess progress, fine-tune strategies, and ensure you stay on track toward financial success. With us as your trusted partner, you can move forward confidently, knowing your financial future is always being carefully managed.