Wealth Optimization

The Wealth Optimization Program™ is a revolutionary process that brings clarity and focus to the financial planning process. The Program encompasses a four step process that gives you the confidence that all of your goals will be achieved.

1. The Identification Process®

Identification of the client’s specific financial and life goals to guide future planning and decision-making.

  • Clarification of current financial situation and life goals
  • Personal and financial history; vision for the future
  • Income and expense analysis/projection
  • Risk assessment, including estate plan and living benefits analysis
2. The Strategic Blueprint™

A customized roadmap describing the steps needed to help achieve the client’s personal and financial goals.

  • Overview of financial position
  • Cash-flow analysis
  • Investment priority planning
  • Risk management formulation
  • Outcome analysis
3. The Achievement Formula®

Implementation of the client’s Master Financial Plan™. This provides clients with a systemized method of acquiring additional financial products needed to help achieve their goals.

  • Due diligence and market analysis
  • Optimal solution selection
  • Complete underwriting management
  • Selection of financial products and professional investment managers
4. The Progress Evolution®

Continual review of the client’s financial progress to ensure clarity in all financial decisions.

  • Systematic portfolio re-balancing
  • Detailed performance reports
  • Comprehensive in-person review of overall financial progress
  • Tax efficiency review

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