OUR PROCESS
Collaborative & Comprehensive
1.Deep Personal Discovery
Spending the time to reflect on what you value most and how you think about money, family, and time is immensely important as your build your financial plan. While there is a need for technical sophistication as you build and manage wealth, tending to the qualitative components of money is equally as valuable. That’s why we’ll oftentimes spend multiple sessions together understanding you, what you value, and what you hope to accomplish in the future.
2. Comprehensive Plan Development
By gathering very detailed data and analyzing your current financial situation, we’ll help you map out a clear and comprehensive financial plan that gives you insight into your current financial position, the options available to you, and our recommendations regarding how to optimize your wealth.
- Cash Flow Analysis
- Investment Strategy & Portfolio Construction
- Tax Planning
- Tax-Sensitive Investment
- Allocation & Location
- Estate Planning Considerations
- Insurance Selection
- Retirement Income Planning
- Business Exit & Succession Planning
- Stock Option & Equity Compensation Analysis
- Defined Benefit & Deferred Comp Plans
- 401(k) Plans
3. Proactive Collaboration & Monitoring
Our interdisciplinary team partners with your other advisors like your CPA, attorney, banker, and insurance agent to ensure that your plan is accurate, appropriate, and actionable as your life, the market, your options, and your priorities evolve. We view our role as a partnership, not a transaction.
Established in 1986
Over 30 Years of Independence
Wealth Dimensions is one of the longest standing independent investment advisory firms in Cincinnati and across the country. More than 30 years ago, we had a vision to establish a boutique financial planning and financial advisory firm with one singular focus: to help clients achieve what matters most to them by simplifying the complexities in their financial lives.