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The Planning Process

  Financial Roadmap Meeting
Review personal values
Discuss long and short-term goals
Gather all financial documents
 
  Cash Flow and Financial Statements Meeting
Net Worth Statement
Cash Flow Statement
Insurance summary
Review initial projections
Gather additional information (if needed)
Determine alternate scenarios
 
  Complete and Finalize Plan
Modify initial projections
Education
Lifestyle/Retirements
Disability
Life Insurance
Estate Plans
Investments

 
 

Wealth Management Plan
Present plan
Discuss summary of recommendations
Review Existing Portfolios
Absolute vs. Relative Strategies
Present Investment Proposal



 

Plan Implementation
Step-by-step implementation of recommendations
Tracking of all action items
45 day meeting to assess progress &
issue Wealth Tracking Binder

Annual Review and Ongoing Implementation
Face-to-face meeting quarterly
Quarterly Progress Report
Real vs. Target progress
Quarterly Prosperity Index

Peace Of Mind

 

Attorney and CPA Meeting

Tax/ Estate Planning

 
 

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