Broker Check

How We Help You

How We Help You

It happens all too often: Financial advisors recommending a specific product that they see as a good fit rather than listening and understanding what the client wants and needs and then formulating a plan based around those needs and goals. At Pacific Tides Wealth management, we focus on the financial planning process to deliver solutions that will help our clients achieve their financial goals.  

  • During our financial planning process, we try hard to understand what you want to accomplish, what motivates you, what scares you and what is important to you. We accomplish this by asking questions and then listening to your answers. 

  • We then explain what we do, how we do it and talk about the expectations you should have when working with us. 

  • After we discuss our roles, we decide if our relationship would be a mutually beneficial one.  We find we work best with clients who are looking for advice, appreciate our professional knowledge and seek a long-term, trusted relationship with their advisor.  Although we can accommodate a commission based fee structure, we strongly prefer a fee-based fiduciary relationship. 

  • We then work together to create a plan that aligns with your needs, goals and aspirations. W e put forth options and potential solutions to optimize your outcomes. 

  • Next we present our potential solutions to you and help you identify and prioritize the solutions that are the best fit for you. 

  • Finally, we proceed with the implementation process.  We meet periodically to review and track the progress of your financial situation and ensure that we always have the most appropriate solutions in place.  

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (858) 780-5676