Our Process
Our process for developing a financial plan is an ongoing one. It begins with gaining a genuine understanding of your needs and objectives, followed by creating a customized and comprehensive solution. But our process does not end when we implement your plan for the first time.
At BB&T Wealth, we believe strongly in a "living" financial plan — one that grows and matures as your financial needs and objectives change. That’s why we continuously monitor your plan’s performance, make necessary adjustments, and work with you to develop an ongoing schedule for reevaluation.
BB&T Wealth Process |
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Establish Your Goals |
Your advocate will listen and learn to gain an understanding of your assets, liabilities and income; your goals and objectives regarding investment risk and return; and your desire to enhance, preserve and transfer wealth. |
| Create a Financial Plan | Your advocate will use a financial plan analysis to set strategies around investment, credit, insurance, estate planning, taxes and wealth transfer. |
Assemble the Perfect Team |
Your advocate will engage product specialists to present solutions to achieve your desired objectives and serve as the primary point of contact to deliver integrated solutions. |
Work Together Toward a Successful Future |
Your advocate will consistently monitor your plan's performance. You will meet with your advocate on a predetermined schedule to reevaluate your plan and make adjustments as necessary. Ongoing proactive advice will also occur as appropriate. |
Success Stories
See this process in action. Learn how BB&T Wealth has helped other affluent clients secure their financial future, solve problems, or maximize their investment options. Success Stories »
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The Living Plan Life brings changes. Your financial plan must stay in sync for optimum performance. |
Products and Services The breadth of our service and expertise allow us to address every angle of your financial life. |
Customized Plans People aren’t generic. Why should your financial plan be generic? |
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Call BB&T Wealth at 1-888-820-7160
Send Us an Email
For more information, send us an email