The LifeWorth Process
Our team will collaborate to create your unique personalized plan. Just as “Rome wasn’t built in a day,” neither will your financial plan.
We dedicate time and expertise to making thoughtful decisions to make sure you build your financial future on a solid foundation. Below is a typical flow of first-year meetings.
We understand that you lead a busy life and, when possible, will combine and/or use virtual meetings to ensure that you and we are giving your plan the attention it deserves.
We promise to make it enjoyable!
Meeting One:
Listening and Learning
- Goal setting
- Investment Philosophy
- Financial Independence
- Risk Management Review
- Education Funding
Meeting Two:
Recommendations
- Review Financial Plan
- Provide Portfolio Recommendations
- Provide Insurance Recommendations
Meeting Three:
Finding Economy Efficiencies
- Income Tax Review*
- Review First Portfolio
- Performance Report
Meeting Four:
Legacy Planning
- Estate Planning Review
- Philanthropic Planning
- Family Meeting (optional)
Meeting Five:
First Advisory Review
Beginning Year 2
- Advisory Review
- Assessment Interview
Want to learn more?
We would love to hear from you!
*Financial Advisors and Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.