YOUR EXPERIENCE
At Temper Private Wealth, we begin every relationship by truly listening and deeply understanding your unique story, values, and ambitions. Our approach emphasizes trust, integrity, and thoughtful stewardship, forming the cornerstone of every partnership we build.
Because lasting relationships are founded on clarity and mutual understanding, we've crafted a distinctive four-step process centered around our core values: Connection, Clarity, Strategy, and Communication; placing your experience, goals, and well-being at the heart of everything we do.
THE FINANCIAL TEMPERING PROCESS
CONNECTION: Are we a good fit?
It starts with a conversation. During our initial meeting, we'll explore your story, your goals, your values, and most importantly, see if we're the right partners to guide your financial future. A successful financial partnership is rooted in trust, respect, and aligned visions.
CLARITY: Could you benefit from a dedicated advisor?
Together, we'll determine how Temper Private Wealth can uniquely support your financial objectives. We'll look carefully at your current situation, clearly define where you aim to go, and identify if our expertise and approach align with your needs. Transparency, understanding, and mutual trust underpin this step.
After this stage, we create your personalized Tempered Financial Plan™, a robust foundation built specifically around your objectives.
STRATEGY: How will we design your financial journey?
With your Tempered Financial Plan™ in place, we collaborate to select specific investment strategies and solutions to best achieve your stated objectives. We carefully analyze options in investments, taxes, estate planning, business interests, and retirement income, ensuring the chosen strategies align seamlessly with your goals.
COMMUNICATION: How will we stay connected?
Your financial journey is dynamic, and ongoing communication ensures your plan remains relevant. Although most clients prefer semiannual in-person reviews and quarterly check-ins, your comfort and convenience dictate the frequency and style of our communications. We offer flexibility, ensuring our updates, meetings, and check-ins align perfectly with your preferences and lifestyle.
Additionally, our commitment extends to collaborating closely with your other advisors, mainly accountants and attorneys, to ensure a coordinated, holistic financial plan.
At the Center...You!
These four steps form a continuous cycle with you always at the center. Financial planning is never static. Your life evolves, and your financial plan should adapt with it. Through each step of Connection, Clarity, Strategy, Communication, and back again, we remain your steadfast partner, committed to stewarding your wealth and success, always tempering our approach with integrity and careful attention.
To help protect and securely manage our clients' assets, we’ve chosen Charles Schwab as our custodian. We selected Schwab due to its strong financial standing, outstanding industry reputation, robust technological infrastructure, and dedication to exceptional client service.
Additionally, we utilize eMoney Advisor, an advanced wealth management technology platform built specifically for financial advisors and their clients. Designed to enhance collaborative financial planning, eMoney provides innovative, user-friendly tools and clear, actionable insights to help streamline and elevate your financial experience.