WealthBuilder Planning
“If you don’t know where you are going, you’ll end up somewhere else.” Yogi Berra
View your financial life. Anytime. Anywhere.
** Available for clients with a service agreement.
Build a Roadmap for your financial future
View your financial life. Anytime. Anywhere.
- Track your assets and liabilities 100%
- Set and track financial goals 100%
- Partner with a Wealth Advisor** 100%
An ongoing collaborative financial planning process designed to help reach your financial goals.
Financial Planning Process
1) Uncover financial blindspots
By definition, a blind spot is an area where a person’s view is obstructed. We help you identify financial blind spots in your personal economy.
Examples of financial blind spots:
– Taking too much or too little risk with your investment portfolio
– Lacking proper cash reserve for emergencies and opportunities
– Missing a system to track your savings and your spending
– Inadequate insurance protection for home and life coverages
– Missing a game plan for your finances if you get too sick or too injured to work
– Lacking adequate protection for your loved ones in case of premature death
2) Find opportunities
We focus on finding opportunities for you to improve your chances of reaching your financial goals.
Examples of financial opportunities:
– Getting your finances organized
– Helping you pay yourself first
– Improving the yield on your cash reserve
– Adjusting your investment portfolio risk
– Reviewing and helping you streamline your debt
– Helping you pay your fair share of taxes
– Helping you create a “rule book” to distribute your wealth to your heirs properly
3) Implement
We plan, and then life gets in the way!
Once your plan is implemented, you will see changes in your personal life and the economy. We partner with you to address life changes and to help you measure how they impact your overall financial plan.
We offer five planning solutions for our subscribers based on their unique needs.
4) Track and update
Tracking your plan’s progress will help you get closer to your goals. Tracking is typically done yearly. We will compare your progress to the prior year’s goals and help you refocus on your goals as needed.