Wilson Insurance & Financial Services, Inc.
Our Process
Our Process
We believe in building lasting relationships through a thoughtful, comprehensive approach. Our three-meeting process ensures we understand your unique situation and create a plan tailored to your goals.
1
Discovery Session
Evaluate your financial concerns and priorities
Discuss our advisory process and philosophy
Explore whether we could be a good fit together
Answer your initial questions with no obligation
2
Planning Session
Review your complete financial picture
Answer further questions about your situation
Present preliminary recommendations
Decide together if working together makes sense
3
Implementation Session
Finalize your comprehensive financial plan
Begin implementing recommended strategies
Establish ongoing review schedule
Start your journey toward financial confidence
Ready to Get Started?
Schedule your complimentary introductory call today and take the first step toward achieving your financial goals.
Wilson Insurance & Financial Services
106 South Franklin Street, Suite B3
Christiansburg, VA 24073
Office: 540-562-5230
Email:
Brian Wilson: brian.wilson@ceterawealth.com
Caleb Brumfield: caleb.brumfield@ceterawealth.com
© 2025 Wilson Insurance & Financial Services. All rights reserved.
Serving Southwest Virginia with straightforward, holistic financial planning.