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A seamless process 
for your peace of mind 

We recognize that starting your financial planning journey should be as straightforward and clear as possible. We’ve designed our onboarding process to provide you with ease and understanding every step of the way. Here’s what you can expect when you decide to work with us.

Initial Phone Call

Your journey begins with a simple phone call. This initial conversation allows us to introduce ourselves and learn a bit about your financial goals and needs. It’s a great opportunity for you to ask questions and see how we can align with your aspirations. Call  +(281) 634-9400

Introductory Meeting

Next, we’ll schedule an introductory meeting, which can be either virtual or in-person, based on your preference. In this meeting, we’ll dive deeper into your financial situation, discuss your long-term objectives, and outline how our services can help you achieve your goals.

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Once you decide to move forward with us, we’ll start the onboarding process. This phase is streamlined and efficient, designed to make your transition as smooth as possible. We handle all the heavy lifting, setting up your accounts and ensuring that all necessary paperwork is completed accurately and promptly. Most of this process can be handled digitally.

Information Gathering

A key part of crafting a personalized financial plan is understanding your current financial landscape. We’ll gather detailed information about your assets, liabilities, income, and expenses. This comprehensive data collection is crucial for building a financial plan that truly reflects your individual needs and objectives.


With all the necessary information in hand, we begin the planning phase. Here, we develop a customized financial strategy that addresses your specific financial goals, whether it’s investment management, planning for life goals, business planning and more. Our plans are designed not only to meet your current needs but also to be flexible enough to adapt to changes in your life and financial circumstances. This phase typically takes 2-3 meetings to finalize your initial financial plan.


Once we have finalized your financial plan, we then develop an investment portfolio that serves as one of the tools to help you achieve your goals and objectives. We then prepare a mutually agreed upon investment policy statement (IPS) that establishes a clear understanding between the client and WJ Interests. This IPS outlines the investment goals and objectives and management policies applicable to the Client’s investment portfolio.

Initial and Ongoing Reviews

Once your plan is in place and the implementation of recommendations has been set in motion, we then schedule an initial review within usually 3 months in order to revisit the plan and discuss the portfolio to ensure that we are all on the same page. After this initial review, you may determine how often you would like to come into the office to have a financial plan and portfolio review meeting – most clients come in once a year.

Open communication is key
We’re here to support you every step of the way  
Throughout the entire process, we are here to support you, answer your questions, and make sure you feel confident and informed. Our goal is to ensure that you not only understand your financial plan but also feel empowered to make decisions about your financial future.

Start the conversation

Start the conversation with an email to and we will get back to you with a prompt same day response during business hours.

Phone: 281-634-9400



9:00 a.m. – 5:00 p.m.

9:00 a.m. – 3:00 p.m.