Caring for your wealth is much more than helping you afford a vacation home or a luxury car. Sometimes this means funding a cause that has been a major part of your life. Sometimes this means securing an education for grandkids or simply being able to afford frequent travel to see your kids or grandkids. Maybe you just want to pay for a few fishing outings. Maybe you just crave the sensation of feeling financially free, independent, and secure? You tell us.
Caring about your wealth is much more than increasing your bottom line. It’s about the reasons that you need a bottom line to begin with. You won’t be taking the bottom line or your vacation home with you in the end. Perhaps, your wealth can empower you to live life and leave memories with those who matter most; and even maybe, create memories that will travel with you for eternity.
WealthCare is more of a process rather than a product or service. Our process is derived from the combination of the Certified Financial Planner Board of Standards, Inc. Financial Planning Process and our broker dealer’s, 1st Global Capital Corp., Method 10 philosophy
The WealthCare Process: This really answers the question, how do we do what we do?
Our value is cultivated through a process and not a product. This process is a life-long process. There are many interdependencies and complexities of your financial puzzle making personal financial planning very complicated. The WealthCare process manages the pieces of your puzzle in a way that ultimately fits them together in an orderly and efficient manner. This process provides discipline and ensures that no stone has been left unturned.
Step 1: FIT Meeting – Are we a good fit? This meeting is a time for us to get to know each other, clarify your needs, and then determine what type of services are right for you. If we are not able to meet your needs, we may be able to refer you to another professional who can better serve you.
Step 2: DISCOVERY Meeting – Your discovery meeting is a time for us to learn about your unique wants and needs: your goals, your requirements, and your current financial situation. We will need further information from you in order to craft your comprehensive wealth plan. This will include filling out the Wealth Development Worksheet (link to forms page).
Step 3: IMPLEMENTATION Meeting – Your implementation meeting will occur after all data is gathered and after we have had adequate time to analyze and evaluate your data.
During the implementation meeting, we will discuss planning strategies relevant to your circumstances. This is a time where we can work together to determine which strategies are best for your unique situation as well as present our recommendations.
Step 4: REVIEW Meeting Review – is perhaps the most crucial part of the process; because, the future in uncertain and the only thing known about the future is that there are unknowns. Things change, people change, and life happens!
The purpose of the review meeting is to reconnect with you and ensure we remain on-target with any changes in your situation, new opportunities and address concerns.Request Your Consultation Today