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Nightingale Approach

our mission

At Nightingale Wealth Solutions, our mission is to empower our clients to confidently navigate their financial journey by consistently prioritizing their best interests, fostering genuine relationships built on trust, and providing exceptional communication and support.

Ongoing Financial Planning

Our six-step client onboarding process is designed to provide personalized financial planning and wealth management services that embrace our core principles of strong client relationships and family values.

This approach covers the full scope of your financial picture. We deliver tax advantage strategies, investment strategies, retirement planning, risk management, and more while prioritizing genuine connections, understanding each client’s unique needs, and the importance of working with a trusted fiduciary advisor.

Schedule your appointment today!

Ongoing Financial Planning

Our six-step client onboarding process is designed to provide personalized financial planning and wealth management services that embrace our core principles of strong client relationships and family values.

This approach covers the full scope of your financial picture. We deliver tax advantage strategies, investment strategies, retirement planning, risk management, and more while prioritizing genuine connections, understanding each client’s unique needs, and the importance of working with a trusted fiduciary advisor.

Schedule your appointment today!

Annual Service Packages

FOUNDATIONAL

  • Debt Management
  • Cash Flow and Budgeting
  • Protection Planning
  • Foundational Estate Planning
  • Review of benefits offered through your employer.
  • Investment account setup and management.

COMPREHENSIVE

All services offered in the foundational package, plus:

  • Education Planning
  • Retirement Income Planning
  • Investment Planning
  • Comprehensive Estate Planning
  • In-depth Tax Planning Review
  • Real Estate Investment Planning

BUSINESS PLANNING

All services offered in the Comprehensive package, plus:
  • Business Valuation
  • Employee Benefits
  • Key Employee Retention Plans
  • Business Succession Plans
  • Buy/Sell Agreements
  • Estate Plan Integrations
Schedule your appointment today!

Annual Service Packages

FOUNDATIONAL

  • Debt Management
  • Cash Flow and Budgeting
  • Protection Planning
  • Foundational Estate Planning
  • Review of benefits offered through your employer.
  • Investment account setup and management.

COMPREHENSIVE

All services offered in the foundational package, plus:

  • Education Planning
  • Retirement Income Planning
  • Investment Planning
  • Comprehensive Estate Planning
  • In-depth Tax Planning Review
  • Real Estate Investment Planning

BUSINESS PLANNING

All services offered in the Comprehensive package, plus:

  • Business Valuation
  • Employee Benefits
  • Key Employee Retention Plans
  • Business Succession Plans
  • Buy/Sell Agreements
  • Estate Plan Integrations
Schedule a Private Meeting Today

Smart Start

ONBOARDING PROCESS

Day 1

Engagement Meeting

Initial meeting to understand your unique goals and objectives.

Day 7-14

Account Set Up Meeting

Second meeting to gather data for your personalized plan.

Day 15-28

Discovery Meeting

Analyze your situation and develop a comprehensive solution.

Day 30

Presentation Meeting

Review the initial plan and discuss recommended strategies.

Day 30+

Concierge Implementation Meeting

Implement plans and products to help you obtain your goals and objectives.

Ongoing Financial Planning

Monitor and update upon changes to goals, objectives, and life events based on your service package

Learn More

ONBOARDING PROCESS

DAY 1
ENGAGEMENT MEETING
A complimentary financial consultation where you will be able to learn more about our services and discuss your goals.
DAY 7
ACCOUNT SET UP MEETING
During this meeting you will receive your credentials to log into your online portal and receive the documents you will need to complete prior to your discovery meeting.
DAY 14
DISCOVERY MEETING
During this meeting you will go more in depth with your financial goals and go over the documents that you filled out in preparation for this meeting.
DAY 24
PRESENTATION MEETING
You will receive your financial plan during this meeting. All financial plans are catered to each individual client based off their goals and needs.
DAY 30
CONCIERGE IMPLEMENTATION MEETING
After finalizing the plan, this meeting will go over how you will implement this plan for the year ahead.