Our Process

There are so many different strategies and products available to help build and secure financial wealth. Depending on your circumstances and what is important to you, will influence which strategies and products are suitable for you.

Over time your needs and objectives will naturally change. Which is why having an actively involved financial adviser is so important, so that they can proactively recommend what to do and when, allowing you to experience the full benefits of every opportunity.

When recommendations are given to you, you will be informed of the advantages, disadvantages, risks and costs involved so that you completely understand what is being recommended and why and most importantly, can see and feel the benefits as well as make educated decisions.

The Process:

1. Initial Meeting

2. Discovery

3. Presentation of Jaeger Wealth Plan

4. Implementation

5. Review

Cornerstones of quality and holistic advice

Investment Fundamentals

  • Building wealth conservatively but efficiently for you
  • Working to the time frame that suits you
  • Making the most of short term opportunities from market movements (within comfort levels)
  • Understanding impact for you with legislation changes
  • Looking for new financial opportunities to keep you on track

Commitment to review and maintain your Jaeger Wealth Plan Strategy

  • Working closely with Jaeger Wealth– understanding your personal situation and financial objectives
  • Allowing the strategy to evolve with you
  • Ensuring the recommended products and strategies are the best ones for you.


  • Educating you financially
  • Allowing you to see the benefits of the invaluable advice.

Honest and reliable Service Guarantee

  • Calls and emails are always replied to promptly
  • Last minute urgent meetings
  • Flexible with location and times of meeting

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  714.868.9253