The LifeWorth Process
Our team will collaborate to create your personalized financial plan. Just as “Rome wasn’t built in a day,” neither will your retirement plan or distribution strategy.
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 Strategy
Financial Independence
Risk Management Review
Education Funding
Meeting Two:
Recommendations
Review Financial Plan
Provide Investment Portfolio Recommendations
Provide Insurance Recommendations
Meeting Three:
Finding Economy Efficiencies
Income Tax Review*
Review First Investment Portfolio
Performance Report
Meeting Four:
Legacy Planning
Estate Planning Review
Philanthropic Planning
Family Meeting (optional)
Meeting Five:
First Annual Advisory Review
Advisory Review
Assessment Interview
*Financial advisors and representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.