Our Process

6 Step Process Graphic

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we’re privileged to serve.

Step 1: Discovery

Step 2: Clarify

Step 3: Engagement

Step 4: Develop Customized Recommendations

Step 5: Implementation

Step 6: Ongoing Consultative Follow Up

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Reveal Wealth is a Holistic Wealth Management firm proudly licensed to serve clients nationwide. To see all the states where we're currently licensed, click here.

(410) 928-8081

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7101 Riverwood Drive, Suite 101
Columbia, MD 21046

Monday-Friday 8:00-5:00 & by appointment