Your Future, Wealth Designed
Wealth Designed is a frame of mind. It’s an understanding that building wealth does not happen by accident. It’s planned for.
The six stages we use to navigate through the plan were built using the Certified Financial Planner® process as the foundation. It’s designed to keep you and your wealth advisor in touch with all the moving pieces of your financial picture, in one place. Having a plan and our team with you will equip you to make sound financial decisions.
Don’t plan by accident. Your Future, Wealth Designed.
Step 1. Establish
The Establish phase begins the relationship between you and us. This is your opportunity share with us who you are what your goals are. The more we understand about you, the better job we can do designing your financial plan.
Step 2. Discover
Now begins the planning process where we gather facts about you the client and the specifics we need to develop your personalized financial plan. We identify goals and future objectives and prioritize your needs, wants, and wishes. Additionally, we examine your individual risk levels to make sure your portfolio is invested appropriately for your risk tolerance.
Step 3. Plan
Here is where we take the information we gathered in Step 2 and develop the first draft of your financial plan. We examine your net worth, cash flow, retirement options, and current investments. During this stage, we will follow up with you after our initial plan and go over our first draft to make sure that we have all the details hammered out to get an accurate picture of you and your goals.
Step 4. Solutions
After finalizing the details of your financial plan, we can sit down and present you with solutions to optimize your financial picture. We provide you with an overview of your current financial standing and also provide a summary of solutions to give you actionable items to improve your financial strength. In addition to items we provide our clients, we also share what we do on our end to make sure that we are steering you towards your goals and objectives.
Step 5. Implementation
Once the solutions have been agreed upon, then we can implement your strategy on both the client and firm end. Anything from opening accounts to setting up our clients with another professional they may need. In addition to implementing our solutions, we also give our clients full access to view, inspect, and monitor both their personal accounts and financial plan. This client experiences allows them to fully see and know their financial strength on a daily basis, 24/7, 365.
Step 6. Monitor & Adapt
When your plan is created and then executed, the process does not stop their. We continually monitor your financial status and encourage clients to call us when it comes to any financial questions they may have. With quarterly re-balancing, annual tax loss harvesting, and portfolio updates, we make sure that you will be on track to hit your objectives. You also have the opportunity to set up reviews to your preference. Whether that is quarterly or yearly, we want you to know that we are here to help reach your goals.