How We Do It

At Stephen A. Taylor Wealth Management, we believe that advice must be tailored to your personal situation to have value. We focus on working with entrepreneurs and self-employed professionals ready, willing and able to make a positive change in their personal and professional lives.

The GamePlan

Our work begins with the creation of your GamePlan. The GamePlan helps show us where you are, where you are going and what are the risks and opportunities along the way. The GamePlan is a stand alone service for which a client has no obligation to work with us any further after completed. The depth and scope of the GamePlan is agreed to in advance and our initial meeting is also free of charge. Once completed, we offer the following three levels of ongoing services:

Wealth Coaching

Whether you are just starting your career, in your prime or nearing the completion of your career, guidance and coaching is vital to your success. We are able to assist you by providing guidance, accountability and direction as you work to grow or maintain your wealth. Our Wealth Coaching start with the preparation of a GamePlan “lite” which focuses on education and developing good financial habits.

Wealth Teaming

As your hard work starts to pay off, you reach a point where you no longer wish to play the game alone. Our Wealth Teaming services start with the preparation of a comprehensive GamePlan. We then assist to implement and monitor the strategies and recommendations within the GamePlan.

Wealth Counsel

As your success creates increased challenges and opportunities, a full partner is needed. Our Wealth Counsel services start with the preparation of comprehensive GamePlan. We then assist to implement and monitor the strategies and recommendations within the GamePlan. We coordinate and counsel with your outside Advisors to help ensure all advice and recommendations by all Advisors is implemented