The Wealth Optimization Program™
Step 1: The Identification Process®
Identification of the client's specific financial and life goals to guide future planning and decision making.
- Clarification of current financial situation and life goals
- Personal and financial history; vision for the future
- Income and expense analysis/projection
- Risk assessment, including estate plan and living benefits analysis
Step 2: The Strategic Blueprint®
A customized roadmap describing the steps needed to achieve the client's personal and financial goals.
- Overview of financial position
- Cash-flow analysis
- Investment priority planning
- Risk management formulation
- Outcome analysis
Step 3: The Achievement Formula®
Implementation of the client's Master Financial Plan™. This provides clients with a systemized method of acquiring additional financial products needed to achieve their goals.
- Due diligence and market analysis
- Optimal solution selection
- Complete underwriting management
- Selection of financial products and professional investment managers
Step 4: The Progress Evolution®
Continual review of the client's financial progress to ensure clarity in all financial decisions.
- Systematic portfolio rebalancing
- Detailed performance reports
- Comprehensive in-person review of overall financial progress
- Tax efficiency monitoring