EVERY CLIENT needs steadfast commitment and definitive action.
Always with your goals in mind, Mooney Lyons Advisors assemble resources, execute strategy and disseminate results to you through their Integrated Wealth Model. The Integrated Wealth Model acts as a personalized support system while managing your wealth throughout an evolving financial lifecycle.
The most important part – we get to know you.
We introduce your Advocacy Team, gather data, and set goals.
Paperwork is collected, schedules are organized, and action steps are outlined.
Monitoring and adapting to maintain steady progress and to stay on target.
Your Advisor and Advocacy Team remain in contact to discuss progress as compared to goals.
The most important part – we get to know you – and, you decide to move forward
With a strong attention to detail and a focus on steady progress, you are led along your custom financial path
We introduce your Advocacy Team, gather data, set goals, and formulate your personal Integrated Wealth Model
Your Advisor and Advocacy Team are in regular contact to discuss your progress and compare it to your goals
Paperwork is collected, schedules are organized, and action steps are outlined