Our Process

The Cory Nye Wealth Management process is designed to help you work towards your vision. It starts with understanding your current financial situation. Next, I want to understand what your vision is for your future – what activities you want to do, where you want to travel, who you want to protect and what outcomes you want to avoid. Together we will map out a strategy and provide you feedback on whether your vision is realistic, and if so, when you can begin to pursue the fruits of your labor. I aim to consult with you year-after-year to navigate through uncertain markets to help ensure that your vision isn’t contingent upon external factors outside your control. I want you to have confidence that no matter what comes your way, we have a plan to deal with it and work towards your vision.