Go Farther With a Plan That Moves With You.
A meaningful retirement doesn’t just happen—it’s designed. At Wealth Building Advisors, we help individuals and business owners take control of their financial future with clear, adaptable strategies built around real-life goals. Whether you're planning for retirement, transitioning your business, or preparing for the next generation, we’re here to guide every step.
Most financial plans are built around numbers. Ours starts with values. We begin by asking the right questions, uncovering where you are today, and creating a strategy that preserves what you've built—while guiding you toward where you want to go. Our approach is collaborative, efficient, and built for long-term clarity.
You Bring the Vision. We Bring the Map.
When Your Money Has Purpose, Everything Moves Forward.
Turn goals into game plans.
Our Financial GPS Report helps you answer four essential questions about your future. You’ll gain crystal-clear insight into how much you need, what you’ll need to save, how long you’ll need to work, and how to sustain your lifestyle.
Grow with intention.
We identify where money is being lost unknowingly or unnecessarily—then redirect it toward your most important goals. Whether it’s retirement income, tax strategy, or business succession, your plan is built to align with your values and timeline.
Stay ready for what’s next.
Life changes—retirement gets closer, businesses evolve, families expand. We build flexibility into every plan, so it can grow with you and adapt to each season of life.
We can keep you a step ahead.
Direction, discipline, and the freedom to explore.
At Wealth Building Advisors, we help people steward their wealth with wisdom and clarity. From the moment we meet to the final details of your plan, you’ll have a partner you can count on—one who speaks plainly, plans precisely, and keeps your goals at the center.
01
Review Your Financial GPS Report
Once your share some of you information, we’ll create a custom Financial GPS Report—your personalized guide to understanding where you are and what it will take to get where you want to be. This report answers four vital questions about your retirement trajectory, cash flow needs, risk exposure, and investment expectations.
02
Complete Your Homework
To build a strategy that works, we need to know the facts. After your consultation, we’ll provide a short but focused list of documents and questions to complete. We call this “discovery homework,” but it’s really about giving us a window into your financial world—assets, liabilities, insurance, income, expenses, and more. You don’t need to have everything perfectly organized—we’ll guide you every step of the way. The goal is to understand what’s happening today so we can plan for tomorrow.
03
Schedule a Full Efficiencies Review
This step is all about connection. We’ll sit down—either in person or virtually—for a straightforward conversation. You don’t need to bring anything but your homework and perspective. We’ll ask about your goals, your experiences with money, and what you’re hoping to change or improve. This meeting is the foundation for everything else, giving us a chance to understand who you are and how we can help.
04
Design Your Custom Strategy
Now it’s time to build. Using what we’ve learned, we craft a comprehensive plan designed to support your financial goals through every stage of life. For individuals, this could include income sustainability, tax strategy, insurance alignment, and estate planning. For business owners, we’ll also address succession planning, entity structure, and legacy transitions. Every recommendation is backed by data, shaped by experience, and customized for your situation. We’re not chasing trends—we’re building strategies that hold up over time.
05
Implement and Stay on Course
Once you’re ready, we’ll begin putting the plan into action. We coordinate across your financial life to implement changes efficiently—while keeping you in control every step of the way. From there, we become your long-term planning partner. Whether it’s annual reviews, major life changes, or unexpected curveballs, we’re here to adapt your strategy and offer guidance whenever you need it. This isn’t a one-and-done plan—it’s a relationship built for the long haul, grounded in stewardship and trust.
