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We work with people who prioritize good saving habits, practice good stewardship financially, and aspire to a work-optional lifestyle.

Our Financial Planning Process

1

Engage

The purpose of establishing the goal or relationship is to form the foundation or purpose of planning itself--to begin the financial journey with the clarification of a financial destination.

2

Gather

We gather your most important financial information for analysis. This information includes your current investment accounts, employer plans, life insurance policies, and net worth statement.

3

Analyze

We've gathered the relevant data, now we analyze it.

4

Create

Financial planning requires devising alternative solutions that are achievable for each individual. With so many different variables to consider, your plan needs to develop, to evolve with your needs but remain within your capabilities and risk tolerance.

5

Implement

Now you simply put your plan to work! But as simple as this sounds, many people find that implementation is the most difficult step in financial planning. Although you have the plan developed, it takes discipline and desire to put it into action.

6

Monitor

Plans evolve and change just like life. Once the plan is created, it's essentially a piece of history. This is why the plan needs to be monitored and tweaked from time to time.

What you can expect

            1                                   Initial Meeting

To start, we will have a discovery meeting - either in person, on the phone, or over Zoom - to help us analyze your current financial situation.

           2                                     Meet Your Team

Second, you will meet your new team and their role in developing your financial plan.

           3                                 Develop a plan

From here, we'll present our recommendations and implement our services.

           4                                  Monitor & Adjust

Next, we will monitor your plan on an on-going basis, and make adjustments when needed. 

Our Services

Prestige Wealth Management

  • Comprehensive Financial Planning
    • Planning for retirement
    • Retirement Income Planning
    • Social Security timing
    • Insurance Review
    • Estate Planning
  • Multiple Performance Reviews per year
  • Periodic Beneficiary Review
  • Retirement Plan Updates
  • Protect against excessive withdrawals
  • Annual Tax Review. Discuss w/CPA
  • Education Funding Strategies
  • Participate in CPA/Attorney Meetings
  • Social Security Enrollment
  • Medicare/Supplement Enrollment
  • RMD Analysis
  • Monthly Market Updates
  • On-going review of your Financial Plan
  • Review Tax Return for possible savings
  • Monthly Money Tips - Podcast
  • Notary & Medallion Signature Guarantee

Premium Plus Wealth Management

  • Comprehensive Financial Planning
    • Planning for retirement
    • Retirement Income Planning
    • Social Security timing
    • Insurance Review
    • Estate Planning
  • Periodic Performance Review
  • Periodic Beneficiary Review
  • Adviceworks Client Portal Training
  • RMD Analysis
  • Social Security Enrollment
  • Medicare/Supplement Enrollment
  • Monthly Market Updates
  • Periodic review of your Financial Plan
  • Review Tax Return for possible savings
  • Monthly Money Tips - Podcast
  • Notary & Medallion Signature Guarantee

Premium Wealth Management

  • Modular Financial Planning
    • Budget Review
    • Savings Plan Development
    • Insurance Review
  • Year-end Contribution reminders
  • Risk Assessment
  • Financial Coaching Services
  • Monthly Market Updates
  • Monthly Money Tips - Podcast

We Have CERTIFIED FINANCIAL PLANNER™ Professionals Dedicated to Helping You Stay The Course.

          

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