WORKING WITH US

Our Process

Working with Us

When you choose to work with 7 Strand Wealth Management, you gain access to an experienced team of professionals focused on pursuing your version of financial performance. Our goal is to serve as a valuable resource for people facing complex financial situations. We specialize in problem solving sensitive, high-stakes financial planning for both families and businesses. We also help our clients work through complicated financial dynamics, especially when it comes to family businesses and multi-generational wealth planning.

To put it simply, our mission is to empower you to make better financial decisions by simplifying the complexities you face and offering clear-cut strategies to help improve your financial life.

Step 1 Discovery

Before we do anything else, we take time to get to know you so we can develop custom strategies to meet your needs. We will dig deep to understand your family dynamics, business interests, lifestyle goals, values, concerns and more. We also talk about more practical planning matters, such as your investment time horizon, current account balances, investment allocation, compensation details, current insurance policies, risk tolerance, etc.

Step 2 Analysis

Once we understand your goals, vision and challenges, we conduct a thorough analysis of your entire financial life to identify any existing gaps in your current strategies. We look for opportunities to maximize your wealth-building potential, make progress toward your long-term goals, minimize your tax exposure and safeguard against potential risks.

Step 3 Strategy proposal

In the next step of our process, we offer a custom financial plan for your review. This plan incorporates a wide range of strategies to address your needs and help navigate the complexities you face. We work with you to modify the plan as necessary to ensure you feel comfortable with every decision and action we take on your behalf.

Step 4 Implementation

Once you are comfortable with all strategies, we begin implementing your custom financial plan. Our goal is to transition your strategies with as little disruption as possible, while ensuring all aspects of your financial life are working together in pursuit of your goals.

Step 5Ongoing monitoring

Once your strategies are up and running, we continuously monitor your progress and investment performance, suggesting adjustments along the way to keep up with your ever-evolving financial life, challenges and goals.

Meet The Founder

Christopher L Hall

CFP®, CEPA®, APMA®, CPFA®

Founder and Managing Partner

As the 7 Strand Wealth Management’s managing partner and lead advisor, Christoper oversees the firm’s comprehensive financial planning process, supporting individuals, families and business owners with a wide range of custom strategies across investment management, retirement planning, tax planning, risk management, estate planning and business transition planning. Christopher’s unique ability is to step into complex, highly emotional financial situations and help clients navigate them with structure, clarity and honest guidance.

He has nearly two decades of experience in the financial services industry. Prior to founding 7 Strand Wealth Management, he was a founding partner of Pontem Financial, where he led client strategy development, succession planning and practice growth initiatives. His past experience also includes serving as a financial advisor and district manager at Waddell & Reed, where he supported a team of independent advisors and recruited new advisors to the firm.

Christopher has a bachelor’s degree in political science with a focus in economics from the University of Texas at San Antonio. He has achieved the designations of Certified Financial Planner® professional, Certified Exit Planning Advisor, Accredited Portfolio Management AdvisorSM and Certified Plan Fiduciary Advisor.

Outside of work, Christopher is an active volunteer in his community. He coaches youth sports and participates in church volunteer activities. He is a supporter of financial literacy programs through organizations such as the Women’s Business Center and Haven for Hope. He also participates in small business mentoring through partnerships with CPAs and the Small Business Administration.

Christopher has been married to his wife, Melanie, for 14 years. Together, they have twin 10-year-old daughters and a 9-year-old son. Melanie is a teacher at their children’s elementary school.

Ready to get started?
Schedule a call with a member of our team.

Get In Touch