nautlius 6 steps

How We Work

Our Six Step process

We understand the things that are important to you. And our relationship with you and the process for securing your family's future begins right there. At Wisdom Insights Financial Solutions & Insurance Services, we put not only our own considerable experience to work on your behalf, but through Tracy Chen's affiliation, we also have access to the elite team of The Nautilus Group®, who are professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

Our Approach

Step 1

Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations will be.

Step 2

Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges—like paying off your mortgage or retiring early—can be accomplished.

Step 3

Next, we'll identify some insurance and financial products to help you meet your goals and needs. I can even consult with your financial, tax, and legal advisors to make sure our efforts fit in with your overall plans.

Step 4

Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations will be.

Step 5

Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges—like paying off your mortgage or retiring early—can be accomplished.

Step 6

Next, we'll identify some insurance and financial products to help you meet your goals and needs. I can even consult with your financial, tax, and legal advisors to make sure our efforts fit in with your overall plans.