The WealthCare Process™
A Financial Roadmap for Your Lifetime and Beyond
How will you benefit from our unique six-step planning and investment process? You’ll enjoy peace of mind and the freedom to focus on what you enjoy most. And you’ll be confident that—no matter what happens in the market, the economy, or the world—you are moving in the right direction.
1. The Discovery Dialogue™
In this meeting, you tell us about your core values and what’s most important to you. We help you outline your goals and develop a financial roadmap based on where you are today and where you want to be tomorrow.
2. The Critical Factors Analysis™
In this follow-up meeting, you explore a series of opportunities relevant to your situation. We work with you to identify financial strengths and how to leverage them. We also consider potential challenges and dangers you may face and recommend ways to help you capitalize on opportunities and avoid pitfalls.
3. The Values Based Solution™
Your written financial plan addresses your goals and makes recommendations for achieving them. This plan, based on all the information you have provided, is customized to fit your unique situation and needs. Once you approve the plan, we begin implementing strategies designed to help you meet your objectives.
4. The Legacy Advantage™
If you have significant assets in qualified retirement plans, our advanced estate planning strategies could help you maximize the amount of wealth you pass to your beneficiaries while minimizing estate taxes. You can use our unique retirement distribution strategy to keep as much of your wealth as possible in tax-deferred plans where it will compound untouched by taxes.
5. The Family Vision Meeting™
Convening a family meeting with your adult children and other heirs provides the opportunity to discuss your values, plans, and the legacy you hope to pass on. Such a meeting can head off later misunderstandings and hurt feelings, and lets you demonstrate how sound planning now will reduce taxes and legal fees and keep more of the family’s resources in the family.
6. The Future Focus System™
By meeting with us every quarter, you can ensure that your plan remains on track. During these sessions, we review the performance of your investments, consider changes in your circumstances, and discuss potential opportunities or pitfalls that may lie ahead.
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