Our Process

We are a female-focused firm. Akamai Advisors are carefully selected and must demonstrate a proven track record of success and client satisfaction. We make your planning process easy to understand, uniquely personal, time & cost efficient and fun! Schedule a meeting or attend one of our events to see what Akamai Advisors is all about!

How Can We Help?

Communication is the key to our client relationships. We want to know what is most important to you, what you would like to accomplish and any fears or concerns you may have. Our team is dedicated to helping you reach your goals within your comfort level.

For all new clients, we engage in a 3-Step process:


Come get to know us! See if we are the right fit and vice versa. An opportunity to discuss your future and what you want to achieve.


You’re about to make big decisions! You need to know what you have, how it works, and how it affects you in order to accomplish your goals.


Decide how you would like to move forward. Do you want us to be the architect and/or the contractor of your plan?

Our 4-Step Process


Where You Are Now
  • About You
  • Your Goals
    & Objectives
  • Your Current
    Finances & Taxes
  • Your Priorities
  • Our Services
  • The Process


Where You Want To Go
  • Organizing Your
    Financial Life
  • Understanding
    Your Net Worth
  • Assessing your
    Cash Flow
  • Tax Return Review
  • Analyzing Your Risk
  • Developing Your Plan


Your Holistic Plan
  • Finalize Your Customized Bucket Plan
  • Align Investments with Your Market Volatility Tolerance
  • Optimize Your Cash Flow
  • Provide Solutions
  • Transition Plant & Implementation


Service and Support
  • The Bucket Plan Update
  • Investment Management
  • Tax Management
  • Protection Planning
  • Estate Planning

Let Us Help Improve Your Money Mindset!

It only takes one person in your family to think about money differently and put a plan in place to create wealth that will carry on for generations.

Become that one person!

Have a Question?

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The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend an event.

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