Our Process

Creating your personalized financial plan takes diligence and an orderly process to ensure that your information is gathered, all solutions are considered and details are addressed.

Fit Assessment

We ask about your goals, investment objectives and investment concerns...

Planning

We take all your information gathered in the “Fit Assessment” and...

Moving Forward

Once we’ve answered your questions and we decide to work together, w...

Ongoing Communication

We communicate with you on a regular basis so that we can update your ...

Wood Tarver Financial is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Wood Tarver Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wood Tarver Financial unless a client service agreement is in place.

1101 W. River Street // Suite 170 // Boise, ID 83702 // P: 208.343.2001