Our Process

The Arens Wealth Framework

Designed Around You. Built to Evolve.

At Arens Wealth Partners, we believe a financial plan should reflect your life — not just your balance sheet. Our framework is built on deep discovery, strategic design, and long-term alignment. It’s a living process that evolves with you — not something created once and forgotten.

Our Wealth Strategy

A circular diagram illustrating five phases: 1. Discovery Session in orange, 2. Vision Mapping in dark blue, 3. Feasibility Testing in medium blue, 4. Strategic Design in blue, and 5. Ongoing Alignment in light blue.

Step 1: Discovery Session

Understanding the full picture of your life and finances.

Before we talk strategy, we listen. This is where we learn what matters most to you — your goals, challenges, values, and vision for the future.

A circular diagram illustrating five stages of a process: 1. Discovery Session, 2. Vision Mapping, 3. Feasibility Testing, 4. Strategic Design, 5. Ongoing Alignment.

Step 2: Vision Mapping

Clarifying what success looks like — and why it matters.

Together, we define your personal version of financial independence, exploring what you want life to look like in the years ahead.

A circular diagram illustrating five stages of a process: Discovery Session, Vision Mapping, Feasibility Testing, Strategic Design, and Ongoing Alignment, with each stage occupying a segment of the circle, distinguished by different shades of blue and brown.

Step 3: Feasibility Testing

Modeling your path and exploring the possibilities.

We use real data and projections to assess what’s possible, what needs adjusting, and how you can pursue your goals with an appropriate plan in place.

A circular infographic with five segments illustrating a process: 1. Discovery Session, 2. Vision Mapping, 3. Feasibility Testing, 4. Strategic Design, 5. Ongoing Alignment.

Step 4: Strategic Design

Creating your personalized, tax-smart plan.

We build a strategy designed around your life — integrating investments, income, taxes, and legacy goals into a cohesive and actionable plan.

Circular diagram showing five stages: Discovery Session, Vision Mapping, Feasibility Testing, Strategic Design, Ongoing Alignment.

Step 5: Ongoing Alignment

Reviewing, refining, and adjusting as life evolves.

Markets move. Laws change. So do your needs. We stay connected to ensure your strategy stays aligned — through regular reviews, updates, and proactive guidance.

What Makes Our Process Different?

• A discovery-first experience that starts with your story

• Tax strategy integrated into every stage

• Collaborative planning with your CPA and estate attorney

• No product push, ever — just clear, personalized guidance

• A long-term relationship built on clarity, confidence, and control