Our Process

Cycling the Journey of Financial Success™

Cycling the Journey of Financial Success™ offers our successful long-term clients a detailed Roadmap tailored to their unique needs by our financial expertise. Our approach to Cycling the Journey to Financial Success™ is straightforward. You sit on the seat, while Our Team helps you steer. The frame is your unique Financial Plan. The wheels of financial expertise move you forward through the Process and Implementation. Find your Balance through our expert monitoring, service, and reviews pedals you along, the Road to Financial Success.

Getting to Know You

Getting to know you is the most important aspect of building a relationship based on Trust. We learn about your goals and determine your investment objectives, making sure you’re comfortable for the ride ahead.

Gathering Info

Gathering information from your current financial situation allows us to create an investment policy statement. We’ll use this to steer you in the right direction. 

Analysis & Research

Analyzing and Researching your current and future financial dreams allows us to establish a strategic asset allocation tailored specifically for you. From here, the rubber starts to hit the road.

Prepare Proposal

Preparing your unique proposal stems from selecting quality securities and strategies that are ideal for your situation and long-term goals. The proposal is the foundational framework you’ll rely on for your financial journey.

Implement Plan

Implementing the plan with faith, patience and discipline allows for positive long-term wealth. A well-researched plan, expertly implemented ensures you’ll build the momentum you need to succeed.

Monitor, Service & Review

Monitoring, Service, and Review means we monitor the markets, appraise portfolio performance, and re-balance your portfolio when necessary. This is the hard work that keeps your pedals moving and your plan working for you.

Why choose Mayhew Wealth?

Cycling the Journey of Financial Success™ provides our successful long-term clients a dedicated roadmap tailored to their unique needs by our financial expertise.

Some of our happy clients

“We have been benefitting from the trusted and caring advice of Andrew Mayhew and his team for well over 20 years and we can honestly say their advice has kept our family’s finances on the right road for long term financial success. Our sincere thanks to Andrew and all the team at MWM.” (May 2021)
- Diane and Ewart H.
"Andrew listens to what your financial goals and life plans are and accurately develops a financial plan to allow you to achieve your goals. Andrew has guided our family and friends through some very difficult financial times as well as through incredibly prosperous ones. You simply cannot go wrong working with Andrew and his team." (May 2021)
- Omar and Jennifer K.
"I’ve been a client of Mr. Andrew Mayhew since the mid-2000’s, and we have always maintained a cordial relationship. Mr. Mayhew is always professional, courteous, friendly, and very helpful during our dealings/meetings. I will recommend Mr. Mayhew to my friends, families and anyone looking for sound financial advice." (May 2021)
- Charles Q.

Let’s Build Your Financial Roadmap Today.

You know the destination; however, you may need help getting there. Book a consultation and find out how.