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The Custom Wealth Architectâ„¢

Let’s build your financial future together

 

The path towards your financial future requires a clear vision, a detailed plan, and a dynamic team.  Taking every factor of this important process into account, we construct powerful blueprints for building and retaining wealth.  Our innovative approach includes getting you organized, planning for your retirement, and developing sound investment strategies.

 

Phase One: The Foundation Dialogue

The process starts with a meeting to capture your personal and financial goals and identify obstacles and opportunities.  We clarify and document how you measure success, how we will best work together, and ensure we build a Strategic Blueprint that best suits your core personal and financial needs.

 

Phase Two: The Strategic Blueprint

Once your goals have been established and financial documents collected, we will present an overview of our financial assessment.  The Strategic Blueprint outlines the financial focus areas we will address and how we will manage specific deliverables and timelines.

 

Phase Three:  The Goals Navigator

We work together regarding your unique personal and financial goals.  We discuss your vision for the future, your current situation, and how we work towards achieving that vision through four focus areas including: Organization, Estate, Financial Independence and Investment. 

 

Phase Four: The Solutions Activator

Having completed the focused planning components, we move into the implementation phase of your Strategic Blueprint.  Collaborating with your tax and legal advisors as needed, we deploy the wealth solutions in a timely and efficient manner.

 

Phase Five: The Custom Wealth Inspection

We meet regularly to reflect, review, and discuss your plans.   To best serve you and your family, The Custom Wealth Architect™ provides dynamic, relevant financial strategies that evolve with your changing needs and goals. 

  • Goal progress review
  • Regular reviews of all financial vehicles
  • Annual schedule of events
  • Vaulting of important documents
  • Tax review and strategy alignment

 

The Focus Areas

 

  • The Get Organized Focus
    We help you get all your financial documents and accounts in order so that you fully understand what you own and why you own it. We also help you understand where your cash is going - income, expenses, debt, and savings. Getting organized is the first step in creating a solid financial plan.

 

  • The Risk & Estate Focus™
    Assessment of your cash reserves, wills and trusts, life insurance policies , and long-term care insurances. All are reviewed and measured against your survivor needs and distribution objectives. 
  • The Financial Independence Focus™
    Review of your financial vision and values to determine your financial independence threshold.

 

  • The Estate Plan Focus™
    Assessment of your wills and trusts, life insurance policies, disability and long term care insurances.  All are reviewed and measured against your survivor needs and distribution objectives.

  

Set up a complimentary Strategic Blueprint

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