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20130 Lakeview Center Plaza, Suite 400, Ashburn, VA 20147

(703) 840-5500
info@allridgewealth.com
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The Process

The Process

You define our process. This means that although we have a guiding framework, we will tailor things such as the frequency of meetings and methods of communication to best suit your preferences and needs.

Before we begin, we like to have a preliminary conversation to see if we’re a good fit to move forward.

How It Works

STEP

1

Discovery

Our first official meeting will be focused on learning about your situation, values and goals. You’ll be able to ask us any questions you have about how we work and our capacity, and we’ll explain more about our approach.

STEP

2

In-Depth Diagnostic

At this stage, we’ll do a thorough review of your investment allocations and financial picture—and how they match up with your risk profile and goals. Based on our analysis, we’ll develop strategies to better align your finances with your objectives.

STEP

3

Recommended Strategies

You will be presented with a comprehensive report of our recommendations. We will review and explain each recommendation and present a comprehensive strategy to help reach your specific goals.

STEP

4

Consolidation & Implementation

Once we jointly agree, we’ll assist in implementing each part of your financial plan including establishing accounts, coordinating the transfer process, and keeping you informed.  When completed, account management will be simplified, performance clarified, and financial strategies initiated to achieve your personal goals and objectives.

STEP

5

Year-Round Guidance
STEP

Wealth management is not a set-it-and-forget-it process. Continuous monitoring combined with pre-scheduled periodic reviews ensure that life events are addressed, targets are met, and expectations achieved.

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Forming a Relationship Together

Throughout the years, if you ever have a question or concern, you are welcome to call us at any time beyond our meetings. We are happy to talk through both big and small decisions.


Whether you’re facing a welcomed surprise or difficult moment—we are here to celebrate when things go well and support you when life feels challenging.

Let's Get Acquainted