ProjectWealth Cycle™
Because money is personal, your financial advice should be too.
We have all heard it before: life is a cycle. But what about your finances?
With our exclusive ProjectWealth Cycle™, we help clients build wealth hoping to last. If you’re ready to pursue financial confidence, then consider this your comprehensive guide.
The ProjectWealth Cycle™ revolves around you: who you are today, where you have been, where you are and where you want to go. We understand that your goals continue to evolve as your life evolves, which is why the ProjectWealth Cycle™ is critical to mapping out a clear financial vision that aligns with every stage of your life, goals, and overall vision for the future.
The ProjectWealth Cycle™ revolves around you:
Financial Life Organization: Being organized matters. We will dissect the ins and outs of your financial life, including what you own, what you owe, your responsibilities, and even archive important information.
Build a Wealth Foundation: You can’t build a reliable future and accomplish your goals without a proper foundation. Together, we’ll address your cash flow, analyze your balance sheet, discuss comprehensive investment management, risk management, and tax planning. We help build the foundation, so you can move forward with confidence.
Responsible Retirement Income: Retirement is a beginning and not an end, so it is essential to be prepared. The ProjectWealth Cycle™ emphasizes Retirement Income Planning because we have one shot to get it right. Our 3 step Responsible Retirement Income Process is designed to generate a plan to pursue dependable retirement income, including stress testing your plan for various market events.
Legacy and Estate Planning: What do you want your legacy to be? How do you leave an impact that support your legacy? Together, we will examine your goals striving to protect and pass on your wealth to your intended heirs, organize your charitable giving, and strategize a vision to execute in a tax-efficient and personally rewarding manner.