Tools We Use:
We start with our workbook, called “Getting Your Financial House in Order.” This workbook grounds both you and us as to what areas of planning that may have been overlooked or underutilized. It also helps you to rank your Core Priorities, an essential first step in the process.
When it comes to retirement, we think there are actually four dimensions to REAL wealth. It is not just your money, but includes your health and well being; family and friends; and meaning and purpose. We help you to see how money affects your life and in which areas.
You also get to see how you are doing based on national averages. In fact, if you’d like to start with a complimentary Personal Wealth Index Report, click on the link and get started. We’ll happily review your report with you.
The workbook as well as the Personal Wealth Index Questionnaire and Report provides you and us with a starting point to help you on your road to a happier, more fulfilling retirement.
Besides the Personal Wealth Index Report, we offer our clients a full array of reports and analyses, which we call our Financial Intelligence Report Package. This includes the Portfolio Performance and Cost Efficiency Report, which is an analysis of your current investment portfolio. It provides objective information as to how well you are diversified, whether or not you are paying too much in fees, as well as its overall cost efficiency.
With our Asset Allocation and Rebalancing Report, we will discover how well balanced you are between guaranteed and non-guaranteed products, in order to better manage risk. Also, our Income for Life Report will help us determine whether or not you will have enough income to maintain your lifestyle, when adjusted for inflation. Finally, we will be glad to provide you with a Social Security Maximization Report, so you can do a better job of deciding when and how to take your social security.