The Wealth Coach Solution™
The Strategic Organizer™
You cannot determine how to reach your destination until you know where you are starting from and what resources you will have to get you there. You will leave this meeting feeling organized and energized that you are making progress on your most important financial goals.
Your Financial Strategies Profile™
Once we have determined your starting point and identified your available resources, we will provide you with Your Financial Strategies Profile™, a written guide to act as your roadmap to reaching your financial goals. This provides an assessment of your existing holdings and strategies, benchmarks your current plan against your goals, and identifies overall inefficiencies and opportunities.
Your Unique Solutions™
Even the best-laid plans are useless without implementation. Through Your Unique Solutions™ our professionals partner with you to define specific strategies to implement, tactical moves to make and select certain products that are need to improve your situation. Through regular communication, our team holds you accountable to finishing plans that you have started. With the roadmap in your hand and your journey on its way, you will now feel a sense of confidence that the best vehicles and tools for the job have been assembled to get you where you want to go.
The Advisor Link Advantage™
No one advisor possesses all of the knowledge and capabilities necessary to complete your plan or handle the many facets of your life. So you turn to experts in different areas for advice, but it can become burdensome managing all of those relationships. We serve as the link that holds your advisors together. Whether it's working with your existing team or through our network of existing relationships and connections, our goal is to make sure you receive coordinated advice.
The Success Monitor™
In many ways, your initial plan and strategies are like the unfolding road illuminated by your headlights. You can only see far without knowing what changes and curves lie ahead. With The Success Monitor™, we maintain regular communication and schedule periodic meetings to stay informed of changes affecting your life and plan. These efforts yield consistent progress reports and portfolio reviews to determine if your asset growth and financial plan is still on track or if a new direction is required or desired.
The Opportunity Evaluator™
Successful people seem to constantly attract new opportunities, whether they are investment-related or otherwise. We have developed a process for evaluating your best opportunities and can serve as a buffer between you and those close to you when you are approached with the next "can't miss" deal. The Opportunity Evaluator™ allows us to serve as a sounding board when these prospective opportunities arise. The ability to review your options with someone objective and knowledgeable about your overall situation by weighing the impact on your financial plan is invaluable. It can keep you from making devastating mistakes. Many times, utilizing our expertise to weigh the pros and cons before acting on potential options can be extremely reassuring.