Our Planning Process

Fidato Wealth Design

Our Mission

To make a positive difference in our client’s lives by helping them achieve their life and legacy goals.


That means that our team strives to create comprehensive financial plans with the highest possible degree of reliability, with the goal to empower you to achieve your lifestyle and legacy goals.

Our approach is straight forward:


Together, identify your goals and needs.


Identify resources to meet those goals.


Create an objective, evidence-based financial plan with your current confidence rating.


Enact change to improve your positioning.


And here’s where we differ from so many other firms: Provide ongoing financial management and planning to continuously drive success. We are with you every step of the way, ensuring that we’re doing everything in our power to improve your financial standing.

Start Retirement Planning Today®

This educational course covers the complete planning process, including retirement lifestyle planning, strategies to manage investment risks, questions to ask before buying insurance coverage, and much more.

The Fidato Team Approach To Wealth Management

Our dedicated team and colleagues are with you during each step of the planning process.

fidato-planning-icon Certified Financial Planner ®

fidato-investments-icon Investment Advisors with Fiduciary Duty

fidato-tax-icon Certified Public Accountants

fidato-legal-icon Estate Planning Attorneys

fidato-trust-icon Private Trust Services

fidato-risk-icon Personal & Business Risk Management

fidato-other-icon Other Practitioners As Needed

Our Planning Process

Our Comprehensive Financial Planning Process is anything but ordinary. Each plan is unique and designed to meet your goals and vision for your life. Our multifaceted approach to wealth management includes:

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning (Including Pension Maximization, Social Security Claiming, Medicare Planning, & Retirement Income Planning)
  • Tax Planning
  • Estate Planning
  • Education Funding
  • Legacy & Private Trust Planning
  • Charitable Giving
  • Personal & Business Risk Management
  • Executive Compensation & Benefits Planning
  • Stock Option & Restricted Stock Planning
  • Ongoing Plan Management

Our team of advisors create custom, thorough plans that encompass numerous aspects of wealth management spectrum and your financial planning life cycle. We look forward to partnering with you to help achieve your vision.