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OUR PROCESS

At Seagrove Wealth Partners, we believe that a strong financial future starts with a well-structured, personalized plan. Our foundational financial planning process is designed to bring clarity, alignment, and direction to every area of your financial life—so you can move forward with confidence.

 

This is not a one-size-fits-all approach. We build each plan around your unique goals, values, and circumstances, ensuring it evolves as your life does.

How We Build Your Foundational Financial Plan

1. Discovery + Goal Setting

We begin with a deep conversation about what matters most to you—your values, family priorities, lifestyle goals, career trajectory, and vision for the future. We also review your current financial picture in detail.

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We ask the right questions to uncover both short-term needs and long-term ambitions.

2. Data Gathering + Organization

We help you collect and organize the key pieces: investment accounts, income sources, retirement assets, real estate, insurance, estate documents, and more. This gives us a complete view of your financial life.

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Clarity starts with putting everything in one place.

3. Plan Design + Modeling

Using advanced planning software and real-world experience, we model your current trajectory and explore alternative strategies—looking at tax impact, cash flow, risk, and legacy outcomes.

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We stress-test your plan under different scenarios to prepare for both opportunities and uncertainties.

4. Customized Recommendations

We present a clear, actionable plan that covers the core pillars of financial wellness:

  • Retirement planning

  • Tax strategy

  • Investment alignment

  • Risk management

  • Estate & legacy planning

  • Education or philanthropic goals

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Our recommendations are fiduciary-based, objective, and tailored to your unique priorities.

5. Implementation + Coordination

We work closely with you—and your existing advisors (CPAs, attorneys, etc.)—to implement your plan efficiently and cohesively. If needed, we’ll help connect you with additional trusted professionals.

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Execution is everything. We stay with you every step of the way.

6. Ongoing Monitoring + Adjustments

Your life will evolve—and your plan should, too. We revisit it regularly, adjusting as markets shift or personal circumstances change, to keep you on track.

 

Your financial plan is not a document—it’s a living, breathing strategy.

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

 

Seagrove Wealth Partners provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors Seagrove Wealth Partners is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.Information about your visits to our website.

 

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David Wu is a licensed insurance agent, and he offers Insurance products that is considered an outside business activity and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors. David Wu and Tim Garretson are Investment Advisor Representative with Dynamic Wealth Advisors dba Seagrove Wealth Partners. All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy.

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Copyright Seagrove Wealth Partners 2025

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