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Reno / Tahoe, NV

Scottsdale, AZ

Tucson, AZ

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Our Process

Roll over the icons to the left for details on each step of our process.

Discovery

Meeting

Investment Plan Meeting

45-Day Follow-up Meeting

Regular Progress Meeting

Our Team

Our Process

Our Locations

The responsibility for making all of the big decisions that affect you and your family ultimately lie with you. Those decisions require a lot of emotional capital because no one can care as much about you as yourself. TCI Wealth Advisors has learned that the best decisions can be made by having someone who cares as much as you do about your long-term financial security.

Many financial advisors are sales people, driven by commissions. At TCI, we take a holistic approach to wealth management, acting as an unbiased advisor and working one-on-one with you to understand your individual values and goals. To help you meet your goals, TCI Wealth Advisors also works closely with your other professional advisors to address any estate, insurance, or tax planning issues.

At TCI, once you’re matched with an advisor, you’ll be guided through a series of meetings to help identify your values and goals and establish a plan to help you meet those goals. These meetings include 1) A Discovery Meeting to gather facts and identify your goals, risk levels, and time horizons, 2) An Investment Plan Meeting to present your recommended plan, 3) A Mutual Commitment Meeting to formalize your working agreement, 4) a 45-day Follow-up Meeting to review paperwork and see how things are going, and 5) Regular Progress Meetings to keep you on track and to re-evaluate your plan, when necessary.

Mutual Commitment Meeting