Financial Planning

What We Do

We help you pursue your financial dreams through our financial planning process.

We begin by first recognizing your financial goals and evaluating where you are currently in relation to these goals.

We discuss your options and offer input and strategies as to how to get you where you want to be.

We are always by your side. While some companies only offer strategies, we help implement the options you choose. In addition, we regularly monitor your financial situation in order to keep you on track toward your financial dreams and goals.

At Audet Wealth Advisors, your goals and desires will always remain the centerpiece of our strategies and counsel.

Audet Wealth Advisors - Organize. Analyze. Plan.

Organize. Analyze. Plan

How We Do It

We look at your complete financial picture by taking a comprehensive view. Let us guide you as to what is required to help you pursue your financial goals.
We Offer:

Financial A Complete Financial Picture
In order to get a comprehensive and up-to-date picture of your financial situation, we link all of your financial accounts. Our guidance and counsel is wide-ranging and reflects current market conditions.

Better UnderstandingA Deeper Understanding and Enhanced Recommendations
We offer you a 360-degree view of your financial situation. This can help you minimize the effect of debt, improve overall finance-related performance and enrich your lifestyle. Making your financial goals the foundation of your financial plan, we will continually provide you with reports that clearly display where you are currently and how our guidance and recommendations can help you address future goals.

MonitoringProgress Monitoring
Your financial progress is monitored daily and you will receive a snapshot of your current financial status. If we see any factors that might delay future goals, we will inform you immediately. This tool releases you of organizational burdens, so you can spend your time doing the things you love.

CollaborationIncreased Collaboration
Audet Wealth Advisors’ wealth management system provides you and your advisor with a secure view of your financial status and progress. No matter what your needs are, we can collaborate with you online anytime, anywhere in the world.