Our enhanced Concierge Financial Engagement services are designed to provide you with the highest level of personalized financial care. We are committed to helping you achieve your financial dreams with tailored strategies, proactive monitoring, and dedicated support.
Think of this as a comprehensive approach to your health that goes beyond just addressing immediate concerns or conducting annual check-ups.
It involves developing a personalized wellness plan that considers all aspects of your health, from nutrition and exercise to stress management and preventive care. It takes into account your entire financial picture, including income, expenses, investments, insurance, taxes, retirement planning, and estate planning. It's about creating a customized roadmap for your financial future that aligns with your goals and values, ensuring long-term prosperity and security.
Enhanced Services
- Dedicated Financial Advisor: Enjoy one-on-one consultations with a dedicated advisor who understands your unique financial situation and goals.
- Bespoke Financial Strategies: Receive tailored strategies crafted to fit your personal and professional financial landscapes.
- Holistic Financial Health Assessment: Comprehensive reviews of your current financial status, encompassing income, expenses, investments, and liabilities.
- Integrated Planning Tools: Use state-of-the-art financial planning software for better visualization and tracking of your financial goals.
- Priority Access: Get priority scheduling for consultations and immediate responses to your inquiries.
- Specialized Support Team: Work with a team of specialists for various aspects of financial planning including taxes, investments, and estate planning.
- Regular Reviews and Updates: Quarterly financial check-ins and annual comprehensive reviews to ensure your financial plan stays on track.
- Dynamic Adjustments: Real-time adjustments to your financial plan based on changes in your personal circumstances or the market environment.
- Customized Retirement Plans: Tailored retirement planning solutions that incorporate Roth IRAs, Solo 401(k)s, and other retirement accounts.
- Income Stream Optimization: Strategies to maximize your retirement income and ensure long-term financial security.
- Tax-Efficient Investments: Portfolio management focused on maximizing after-tax returns.
- Tax Planning Consultations: Regular sessions to discuss tax-saving opportunities and compliance with evolving tax laws.
- Detailed Reports: Receive comprehensive, easy-to-understand reports on your financial status and progress.
- Online Dashboard: Secure online access to a personalized dashboard for real-time updates on your financial plan.
- Customized Estate Plans: Development of estate planning strategies to protect and transfer your wealth.
- Philanthropic Planning: Guidance on charitable giving and legacy planning to support your philanthropic goals.
- Initial Consultation: Meet with our dedicated financial advisor to discuss your specific needs and goals.
- Strategy Development: Receive a customized financial plan designed to meet your objectives.
- Ongoing Engagement: Regular check-ins and updates to ensure your plan adapts to any changes in your circumstances or goals.
Key Milestones
(30 MINUTES)
INTRODUCTION
In our initial meeting, we diagnose the wound/pain point and a follow-up treatment meeting to provide immediate relief.
(90 MINUTES)
FINANCIAL DIAGNOSIS: YOUR FISCAL VITAL SIGN
In our next meeting, we’ll conduct a thorough examination of your financial health, using our expertise like a skilled surgeon with a financial stethoscope. We’ll listen closely to your aspirations and concerns, gather key information, and determine how best to proceed to build a solid foundation for your financial future.
(1-2 WEEKS)
INTAKE
Welcome to PWS! To provide the best care, we need to gather your financial health records—things like account statements, estate plans, insurance policies, and financial statements. These documents will help us assess your financial health and set the stage for your personalized treatment plan.
(1-2 WEEKS)
DIAGNOSIS & ANALYSIS
Once we’ve reviewed your financial records, our team will carefully examine your overall financial health, just like a doctor analyzing test results. We’ll identify any financial risks or gaps and then craft a tailored plan to address them. If you’re in our full Financial Planning Engagement, you’ll receive a concierge treatment plan to ensure long-term financial wellness.
(1-2 WEEKS)
TREATMENT PLAN REVIEW
In this phase, we’ll meet to discuss the diagnosis and go over the treatment plan. Similar to a doctor explaining your care options, we’ll walk through the steps to address your financial goals, ensuring you fully understand and feel comfortable with the plan we’ve developed.
(2-10 MONTHS)
TREATMENT IMPLEMENTATION
With your approval, we’ll begin implementing your financial treatment plan. Just like ongoing follow-up visits with your doctor, we’ll hold regular check-ups to monitor your progress, adjust as needed, and ensure your financial health stays on track, adapting to any life changes or market shifts.