Our Process Clay Northam Wealth Management utilizes a six step financial planning process. This six step process enables us to understand our clients’ complete financial picture and implement customized solutions to ensure their goals are met.
  • Fully understand client objectives

  • Discover client needs, risk tolerance and suitability

  • Provide tailored solutions

  • Implement recommendations

  • Continuous review of financial plan and asset management

  • Consistent high level communication