The Wealth Experience

      Sunset, Shell Beach                                            Photo by John Brant © 2011

The Wealth Experience is our unique process that includes more than just traditional financial planning. It is comprised of two parts.

The Prosperity Process

Our financial planning process starts with a snapshot of where you are today. It may include the following: an analysis of your current cash flow, an insurance risk assessment, your financial risk tolerance, and an analysis of your current portfolio, as well as retirement and estate planning. This can include meeting with other professionals such as your CPA and attorney to create a team to assist you in managing your wealth.

 
The Wealth Navigator
 
The next step is The Wealth Navigator. Based on the information gathered, we can now select investments that are appropriate for your life stage, goals and risk tolerance. We monitor these investments to achieve the appropriate portfolio balance to help meet your goals.
 
Clients utilizing The Wealth Experience meet with me on a quarterly or semi-annual basis so they can be apprised of changes in the market, as well as updating the Prosperity Process if there have been any changes in their lives. This ongoing review process allows us to make timely changes that will continue to move clients toward their short and long-term goals.
 
Click the link below to see a short video of the tools we use to serve our clients.
 
                     The Wealth Management Experience