Skip to main content

  •  Tel: 817-494-9000
  • Book an Appointment

  • Home
  • About
    • Our Team
    • Our Process
    • Our Partnership
    • Our Fiduciary Promise
    • Our Strategic Partners
  • Our Services
  • Events
  • Resources
    • Useful Websites
    • Video Library
    • Blog
    • FAQ
  • Contact Us

It’s not what we have but what becomes of us.

Focus on what matters

family, occupation, recreation.

Find your work optional lifestyle.

Working with you

to accomplish your life goals.

  Previous   Next

    You are here

  1. Home
  2. About
  3. Our Approach

Our Approach

At Little & Associates Wealth Management, our goal is to help our clients live the one life they have to its fullest potential, while minimizing unnecessary risk.


1. Fact Finding Appointment

We value your time and want to make our first meeting as comfortable as possible. Getting to know you better and understanding your financial goals is our top priority. There will be no financial decisions made during our first meeting. During our first appointment we will collect all the necessary information to develop a plan for you. This may require two meetings depending on the situation. We see investment planning as an ongoing process; therefore, we engage in complete investment planning with our clients. Just as a doctor takes your medical history before making any treatment recommendations, we need to have a complete understanding of your financial health before giving you any advice. Once this appointment is over, using the information gathered during this meeting, we will begin to develop a plan specifically tailored to fit your unique needs.

 

2.  Investment Plan Meeting

Using information gathered at the Introduction Meeting, we will begin to develop a plan specifically tailored to fit your unique needs. As a team, we will review the plan recommended for potential long-term success. We also discuss how your plan was determined and make sure you fully understand our recommendations.

 

3. Mutual Commitment Meeting

The primary goal for this meeting is to ensure that your financial plan is implemented successfully and as stress-free as possible. We will discuss how your plan was determined and make sure you fully understand our recommendations. We will complete the necessary applications and transfer forms with you to initiate the transfer of your investments to our recommended approach. You will then be added to our client data base for constant communication from our staff. We will keep you up to date on your account(s), as well as sending you our weekly newsletter pertaining to world markets. You will also receive invitations to our presentations or client events.

 

4.  Strategy Meeting

Each year (or as needed) we come back to your goals and see what adjustments, if any, need to be made to the financial plan and discuss items for the coming year. We will review your account(s), and adjust recommendations where appropriate. We will be there for you, not just at the beginning of this journey, but along the way. Your interests first, every time.

Book an Appointment

Tell a Friend

5209 Heritage Ave. #500
Colleyville, Texas
76034 United States

  •  Tel: 817-494-9000
  •  littleinfo@prosperafinancial.com
  • Linkedin

    David

  • Linkedin

    Tyler

Securities and Advisory Services Offered through Prospera Financial Services, Member FINRA/SIPC.

To view the Firm’s CRS

Brokerage and Advisory accounts carried by First Clearing.
An affiliate of Wells Fargo and company.
Little & Associates Wealth Management does not render legal, accounting, or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.

© 2023 Little & Associates Wealth Management. All rights reserved.

Website Design For Financial Services Professionals