Wealth Coordination
The Confident Wealth Experience
For us, managing your wealth starts with a
relationship that delivers leadership, creativity and confidence. We’ll proactively
manage your wealth using our unique processes to make the complex simple and
customizing a financial plan to help you reach your goals. Our professional
team becomes your resource for nearly all things financial, and taps into the
depth and experience of a professional network of solutions like no other.
The Discovery Conversation
Discovering
Your Past and Envisioning Your Future
- Identify what’s important to you and your participants and what you want to change and improve
- Inventory your assets, liabilities, income sources and expenses
- Determine areas where we can add to your value, discuss how to engage with us and review our service levels
Your Confident Wealth Strategies
Your
Roadmap to Success
- A written assessment of your existing holdings and strategies to identify strengths and weaknesses
- Detailed analysis of retirement income planning, education savings, risk management, asset allocation, tax efficiency, cash flow, and estate planning.
- Benchmark where you are compared to where you want and need to be and perform a gap analysis.
Your Confident Wealth Action Plan
Putting
Your Plan in Motion
- Specific investment recommendations and financial strategies based on your plan
- An individualized checklist and timeline to help support your progress
- Establish new accounts, fill in insurance gaps, restructure liabilities and take other action items as needed.
The AdvisorLink Advantage
Coordinating
a Treasure Trove of Experts to Support You
- Referrals to other trusted resources to help implement parts of your plan as needed or work within your existing advisory team
- Accounting and legal, insurance, pension administration, banking and mortgage
- Business and entrepreneurial coaching
The Confident Wealth Monitor
Keeping
Our Hands on the Wheel
- Investment portfolio and wealth strategy reviews at regular intervals
- Your Confident Wealth Hub – a web based system that gives you a daily updated single view of your financial life
- Goal progress monitoring to keep you on track and adjust as needed
The Confident Care System
Guidance
for Navigating an Unpredictable Future
- Regular communication via calls, meetings, and electronic messages with timely responses to all inquiries
- Assistance with navigating the financial implications of life’s various transitions
- The Opportunity Evaluator – perspectives, processes, shortcuts, timesavers, thinking templates, and leadership for tackling your future needs.
