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!
Listening and Learning
Risk Management Review
Review Financial Plan
Provide Portfolio Recommendations
Provide Insurance Recommendations
Finding Economy Efficiencies
Income Tax Review*
Review First Portfolio
Estate Planning Review
Family Meeting (optional)
First Annual Advisory Review
*Financial advisors and representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.