Financial planning is where life’s big questions get answered.
Despite amassing a substantial amount of wealth over the years, we understand your persistent, nagging thoughts like: “But is it enough?” “Will I ever feel financially secure with so many unknowns?” “Can I be sure of when to retire?” The Wealthway Process is proven to answer those questions and allow you to feel the freedom and control over your finances that you desire.
We deliver tailored, insightful financial planning and advice that empowers you to maximize your quality of life. Our planning approach is ongoing and evolving based on the changes in your life and the surrounding financial markets. Our comprehensive services and robust plan make your life richer and more fulfilling.
Our Proven Process
We know you’ve already done your homework and may step into our office with ideas, objectives, or questions of your own. So, for most of our first meeting together, we listen. We find out what’s important to you – things like your family, your health, and your ability to travel frequently. Then, we comb through all of your existing numbers to ensure we have all the available data to make the smartest recommendations moving forward.
Analysis & Strategy
Now, here’s the fun part. You get to sit back while we go to work and demonstrate how the investment portfolio really is servant to the financial plan. By committing to rational investor behavior, you will start to see how you can experience lasting financial accumulation the Wealthway.
After a detailed review and explanation of the comprehensive plan we’ve proposed, it’s time to put things in motion. We know you want to discover financial success in what you build, not just what you buy, and this is how we do it.
Planning is intrinsic to everything we do. We believe that a good plan is dynamic and requires continual updates and revisions. It’s fluid, in-motion, and constantly changing; much like life. When you work with Wealthway, you will always know where you stand because we never stop recalibrating, moving you forward, and driving your net worth higher toward your ultimate aspiration.
Relax & Enjoy
Although we can agree that financial security is more important than financial stuff, we’ll provide you with the wisdom to make informed decisions of when to buy that luxury car or when to take your next big family vacation. Why work so hard if you can’t also enjoy the fruits of it?
If this sounds like the right process and approach for you, get in touch for your complimentary, one-hour consultation and start Planning for Life.
Listen to the latest episode of “Dollars & Common Sense”, hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP®. It airs every 2nd & 4th Tuesday at 6PM on WNIS 790AM.