Fee-Based Financial Process Planning
Our Fee-Based Planning Processes aim to provide clients with simple, clear step-by-step solutions to complex one-time Financial Planning Needs.
In today’s world, financial options are becoming more and more complex. Weighing the potential risks, “comparing apples to apples”, is almost impossible with the lack of transparency, ever-changing marketplace and the sheer volume of presented materials. To address the need for simplicity and transparency, we have built our practice on offering transformative conversations over commoditized products and aim at presenting solutions in a step-by-step format which offers the disciplined approach of a process, but the ability to produce unique results time after time.
Our signature processes analyze very complex situations and help people to accomplish what they previously thought to be overwhelming with confidence & clarity. By harnessing the power of our expertise and experience of helping hundreds of individuals just like you–our guidance will help you do three main things:
- Eliminate or Reduce Dangers
- Capture Your Opportunities
- Maximize Your Strengths
Learn more about our two most popular processes, The NextPhase™ Retirement Income Planning Process and The Personal Wealth Plan™, and how they can help you below.
*Our Most Popular Plan:
Designed for inviduals who are within ten years from retiring or have retired within the last five.
Fee-Based financial Planning
Retirement Income Planning
Knowing if you have enough money to retire and then planning to make that pool of money last as long as you need is the focus of the NextPhase™ Retirement Income Planning Process. This time-segmented, inflation-adjusted strategy can help you answer the key question: “Do I have enough retirement assets to last my lifetime?”
The Personal wealth plan™
The Personal Wealth Plan™ was designed to offer individuals a clear understanding of various complex problems they are facing such as:
- How to Invest: A Guide to Know if You are Investing Properly
- How to Save: A Guided Process for Retirement Savings
- How to Minimize Risk: A Guide to Know if You are Potentially Taking too much Risk or too little Risk in Your Investment Portfolio
- Am I Missing Something? A Plan to Identify and Address Potential Blind Spots in Your Financial Picture