HOW IT’S DONE
The Tempus Process
A Thoughtful Approach to Finding the Right Fit
Financial advice is personal, and we believe the process should feel collaborative, thoughtful, and clear from the very beginning.
At Tempus, we start by getting to know you, your goals, priorities, concerns, and the experiences that have shaped your relationship with money. Before discussing strategies or recommendations, we focus on understanding what matters most and where you’re hoping to create greater clarity, confidence, and alignment in your financial life.
Some clients come to us looking for a long-term advisory relationship. Others are navigating a specific transition or decision and simply need focused guidance and direction. Our role is to help you determine which path best supports your needs, not to fit you into a predetermined solution.
Step 1
Start the Conversation
Every relationship begins with a conversation designed to understand your life, not just your finances.
- Your goals and priorities
- Current financial picture
- Areas of uncertainty
- Major life transitions
- Past experiences with financial advice
- What ideal support looks like
A relaxed, pressure-free discussion focused on what matters most to you.
Step 2
Understand the Complexity
As we learn more about your situation, we identify where thoughtful guidance can create the greatest impact.
Whether you're seeking ongoing wealth management, retirement planning, navigating a transition, organizing finances after a major life event, or evaluating an inheritance, we help simplify complexity and clarify your options.
Step 3
Determine the Right Path
Together, we'll determine the level of support that best aligns with your goals and circumstances.
Step 4
Move Forward with Confidence
No matter which path is right for you, our goal remains the same: helping you make thoughtful financial decisions with clarity and confidence.
- Calm and organized
- Collaborative rather than transactional
- Thoughtful and personalized
- Grounded in trust and long-term thinking
Financial advice should simplify your life — not add more noise to it.
Flat-Fee Financial Planning
Not every financial question requires a long-term advisory relationship. Sometimes, what you need most is expert guidance around a specific decision, life transition, or planning opportunity.
Our Flat-Fee Financial Planning engagements are designed to provide personalized, objective advice through a focused planning process with a clear, transparent fee structure.
Together, we’ll explore your goals, evaluate your options, and develop actionable recommendations tailored to your situation, helping you move forward with greater clarity, confidence, and peace of mind.
Comprehensive Wealth Management
For those seeking a long-term advisory relationship, Comprehensive Wealth Management provides ongoing guidance, proactive planning, and unique investment management designed to support every stage of life.
Our most comprehensive service integrates financial planning, investment management, tax-aware strategies, retirement planning, and estate and legacy considerations into a coordinated approach tailored to your goals and priorities.
Together, we’ll help you make informed financial decisions, navigate life’s transitions, and stay aligned with what matters most—providing clarity, confidence, and accountability as your financial life evolves.
TEMPUS ADVISORY
We offer a no-cost, no-obligation discovery meeting where we take as much time as needed to understand you and what you are looking for.
We also offer flexible meeting hours in-person, over the phone, or virtually; whatever best accommodates your lifestyle.
CONTACT INFO
724.510.0262 FAX: 724.510.0745 info@tempusadvisory.com
Monday through Friday, 9:00 to 5:00
Also available by appointment
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Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.
The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
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