Uncover and Unlock…
These are the first steps in our process.
Click on the steps below.
Step 1: Gather and Understand- Prospect Profile
Centura Wealth has developed an initial engagement process to help better understand your current situation.
Step 2: Analyze
Link your accounts
Using secure aggregation, we can analyze your holdings to identify the scope of planning and establish your baseline plan.
Step 3: Risk Evaluation
Experience what is like to be our client, prior to engagement. Through this process your Centura Wealth Advisor will better understand your purpose and path.