Von Baron Wealth Management
Von Baron Wealth Management
  • Home
  • Our Process
  • Services
  • About
  • Our relationships
  • Contact Us
  • Blog
  • Client Login: MoneyGuide
  • Login: eQuipt
  • Useful Links
  • More
    • Home
    • Our Process
    • Services
    • About
    • Our relationships
    • Contact Us
    • Blog
    • Client Login: MoneyGuide
    • Login: eQuipt
    • Useful Links
  • Home
  • Our Process
  • Services
  • About
  • Our relationships
  • Contact Us
  • Blog
  • Client Login: MoneyGuide
  • Login: eQuipt
  • Useful Links

Our Process

Let's get Organized

Let's get Organized

Let's get Organized

Filing cabinet with personal files.

You have a lot of financial accounts: bank accounts, investment accounts, retirement accounts, health savings accounts… the list can go on and on. You also have credit cards, mortgages, student loans, insurance policies, employer benefits -- and that doesn’t even get into whether or not you have the estate plan you need, college savings for your kids, and more.


That’s a lot of financial stuff, and it’s easy to lose track of exactly what everything is, where these accounts are, and why you have them.


Getting organized is the first step in establishing a financial foundation. We’ll take a look at what you have (and don’t have) to understand your current financial picture. This allows us to examine where we need to make adjustments in order to achieve what you want with your money.



Set Some Goals

Let's get Organized

Let's get Organized

Letters spelling Goal

This is where you get to create what you want to have in your life, and where you want to be. Next, we’ll identify specific goals, determine when you want to achieve them, and figure out how much money you need. Then, we’ll decide which of your goals gets top priority and which ones you’ll focus on in the future.


You’ll not only know what you want to accomplish, but you’ll also understand the entire process and what it will take to get there. Once we set goals, we can build a specific plan for your finances.

Create a Strategy

Let's get Organized

Additional Opportunities

Image of a chess game.

Now you’re ready to get into action and take specific steps with your money to get what’s important to you. We’ll look at the various paths you could take to achieve your goals, then choose the one that 

works best. We’ll make decisions like:

  • What your spending plan includes
  • Where to save your money
  • How to invest to meet your goals
  • What accounts you need to open or close
  • Which policies you need to update or change
  • How to best repay existing debts

Additional Opportunities

Additional Opportunities

Additional Opportunities

road sign pointing toward opportunities.

You need to know how to best use your money to achieve what you want and grow your wealth. We’ll explore various tools and solutions that you can use to help accelerate your progress to financial freedom, including financially savvy ways to use health savings accounts, Roth IRAs, investment accounts, different insurance policies, real estate, and more.


When we discuss opportunities that are relevant to you, we’ll create an investment strategy that meets your needs while balancing factors like your time horizon and appetite for risk.

Implement Plan

Additional Opportunities

Review and Adjust

Computer screen with approved spelled out.

You now have an entire financial foundation and a fully-formed system. This is where we get to flip the “ON” switch and start implementing your financial plan. Together, we’ll take actions that include:

  • Opening the right accounts
  • Setting up automatic contributions and transfers
  • Providing guidance when you have questions or run into an obstacle

At this stage, it’s critical that you continue to make progress and you’ll have an accountability partner and sounding board by your side to help you stay focused.

Review and Adjust

Additional Opportunities

Review and Adjust

Clock with Time for review written on it.

Review / Adjust

If there’s one thing we can guarantee, it’s that life changes. Financial plans should evolve and change, too. We’ll periodically review and adjust your strategy so that it remains in line with your current views about the present and the future.


Whether something unexpected happens or you simply change your mind, we want to ensure the actions you take always move you toward your goals and financial freedom.

Check the background of this financial professional on FINRA's BrokerCheck.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA / SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Additional insurance services offered through Von Baron Wealth Management, which is not affiliated with Osaic Wealth, Inc. or registered as a broker dealer or investment advisor. Securities, advisory services or insurance may not be available in all states. In this regard, this communication is strictly intended for individuals residing in the states of CA, TX, CO, NV. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

OSAIC Form CRS



CA Insurance License #0F05793


Copyright © 2025 Von Baron Wealth Management - All Rights Reserved.

  • Home

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept