The Foundation Part I: A New Lens
Have you ever asked yourself, Am I doing all of the right things with my money? Most of us have… Establishing Wealth Objectives serves as a new lens to determine the answer to that question.
The Foundation Part II: Contractual Wealth vs. Statement Wealth
What type of wealth are you building? Did you know some types are more dependable than others? This video focuses on establishing wealth that is more likely to be there when you need it the most.
The Foundation Part III: The Financial Model
Having a Financial Model can help to verify whether or not we are making progress towards our Wealth Objectives. The Protection Savings and Growth Model looks at all 27 places where we can make a money decision.
The Foundation Part IV: The Follow Through
Many advisors help you to purchase products, but fall of the radar once the sale is made. Other advisors have poor technology and processes that don’t allow for monitoring or making changes to plans as necessary. We believe that you can’t put a plan in place and forget about it. Therefore, we must have technology and processes to follow through with the job we were hired to accomplish.