The Personal Wealth Management Strategy™

...A comprehensive approach to financial life. There’s an old saying that if you don’t know where you’re going, any road will do.

That’s why we start the process with a detailed strategy of what the destination “looks and feels” like. And we’ll get a clear detailed picture of where you are today. With this in hand, we then draw up an effective roadmap to allow you to reach your dreams. Our plan will take into account:

The Personal Wealth Management Strategy™

Step 1: Tell Us About You
This is our initial meeting. At this meeting, you will “Tell Us About You”.
  • What are your dreams and goals?
  • What is important to you and your family?
  • It is during this time when we will determine whether or not we feel comfortable working together.

Our experience has been that this process creates a foundation for a good long term relationship. If we can add value and feel that we can work together then we will start our process and move to the next step.

Step 2: Discovery
This is when we get to work. We will do our Data Collection. The data collected here will be used as a basis for your Personal Wealth Management Strategy™.

  • We will discuss in detail your current financial situation.
  • We will look at your balance sheet, your income and your expenses.
  • We will also look at what you want to achieve both short and long term.

Step 3: Program Development
Using the information we gathered from the previous steps, our team will start the construction of your program.

We have two programs: Your Wealth Management Strategy | Your Wealth Protection Strategy

Step 4: Presentation and Implementation
This is where we will show you all of the work we have done. Following our analysis, we will meet with you to review our preliminary recommendations and present to you a draft of our findings.  At this time, we will decide on the best course of action for you and/or your family • Set time goals and establish responsibilities.

Step 5: Progress Review
We should do a review with you at least annually so that we can make adjustments and/or add strategies as they fit your situations.

Also, reviews are necessary if your situation change due:

  • Personal circumstances
  • Economic conditions

We will then make the necessary changes to your Personal Wealth Management Strategy™ or your Wealth Protection Strategy.