The WealthBuilder Planning System

Subscription service starting at $79/month

“If you don’t know where you are going, you’ll end up someplace else.” Yogi Berra


Our process:

Step 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 a proper cash reserve for emergencies and opportunities
– Missing a system to track your savings and your spending
– Having 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 a premature death

Step 2:
Find Opportunities

We focus on finding opportunities for you to improve your chances to reach 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 properly distribute your wealth to your heirs

Step 3:

We plan and then life gets in the way!

Once your plan is implemented, you will find that changes will happen in your personal life as well as in the economy.
We offer five planning solutions for our subscribers based on their unique needs.

Step 4:
Track and Update as Needed

Tracking the progress of your plan will help you get closer to your goals. Tracking is typically done on a yearly basis. We will compare your progress based on the prior year goals and help you refocus on your goals as needed.


Viewing your financial life in the WealthBuilder Planning software is just the first step of the planning process. If you are a paid subscriber, our advisors will help you analyze, implement and monitor your financial plan, while giving you flexibility to adjust your plan based on changes in your circumstances.