Our Process
The Foundation FORMula is where your custom, financial plan begins at Axberg Wealth. We bring together what matters to you and what we can control in this proprietary process to help you pursue your goals.
We use the 3D’s in planning your strategy and picking the services that are right for you. Hold your mouse over each one to learn more about what it entails.
The foundation of your financial plan is formed by the personal objectives you hold around your family, occupation and recreation. “Money” is how we get you there.
There are over 100 different services we provide. We’ve categorized them into seven pillars, each integral to you successful financial future.
