Services
Our Services
Giving You Financial Power
Discover our wide range of financial solutions, thoughtfully tailored to support you on your path to greater financial success. From comprehensive wealth management to strategic business planning and personalized investment strategies, we’re here to make your financial goals more attainable.
Retirement Income
After years of building your savings, retirement is on the horizon, and you're uncertain about transforming your amassed wealth into a lifelong retirement income. Allow us to provide you with a straightforward and comprehensible plan for lasting peace of mind.
Estate Planning
Estate planning aims to safeguard your loved ones and facilitate the smooth transfer of your assets to your heirs. Neglecting this could result in crucial choices being left to the costly and lengthy court process. Our attorney partners can guide you towards securing your legacy.
Life Insurance
Life insurance is a pivotal component of a well-rounded financial plan, serving as a protective cushion for your loved ones in case of your passing. However, its advantages extend beyond that, with the potential to offer various benefits during your lifetime. Allow us to illustrate how life insurance can enhance your financial security both now and in the future.
Business Succession
Having established a thriving business, the moment for your exit is on the horizon. Whether your intention is to transfer it to your heirs, devise a strategy for your employees to acquire it, or opt for an outright sale, we are here to aid you in preparing your business for a greater successful transition.
Tax Strategies
In retirement planning, the objective extends beyond achieving above-average returns; it encompasses effective tax planning to retain as much of your earnings as possible. Collaborating closely with your tax specialist, we strive to retain as much of your earnings as possible, helping to ensure a greater pool of resources for you to enjoy during your retirement years.
Investments
We are thorough in creating portfolios that match your objectives, while also focusing on minimizing fees. Our approach involves a mix of ETFs, individual stocks and bonds, along with model portfolios that optimize efficiency.
Process
What to Expect
Free Consultation: Our initial step involves an introductory meeting, a relaxed discussion aimed at mutual understanding. In this dialogue, we’ll explore our compatibility, and you’ll gain insight into my client approach and if working with WealthWorks Financial Strategies aligns with your needs. If applicable, your partner/spouse will also join us.
First Meeting – Vision: As a new client, my initial focus will be on delving into your core values and establishing your personal motivations. This essential step provides us with a guiding perspective for forthcoming financial choices. By the end of our meeting, you’ll depart with renewed energy and self-assurance, empowered to utilize your financial resources as a means to kickstart your journey toward your envisioned lifestyle.
Second Meeting – Get Organized: Before we convene for this session, you’ll prepare by arranging all the facets of your current financial landscape and sharing them with me via our secure document link. This stage is pivotal as it lays the groundwork for comprehending your starting point before charting the course ahead and devising the means to reach your goals.
Together, we’ll explore your current financial situation and I’ll pose inquiries regarding your assets, liabilities, income, expenditures, and any pertinent documents relating to your personal finances.
Simultaneously, we will address potential barriers that might sidetrack you from your desired life trajectory. This will be tied into an overview of a proactive cash flow structure that I’ll guide you in implementing. This mechanism will harmoniously synchronize your financial assets with your fundamental values.
Third Meeting – Strategy Session: With your comprehensive financial snapshot consolidated, it’s time to delve into the array of potential avenues ahead. This phase will be dedicated to addressing your significant financial queries and assessing how to navigate risks, while also charting out prospects through diverse financial planning tactics.
Fourth Meeting – Execution: I will outline an initial roadmap of financial planning suggestions along with a concise plan for their execution. Drawing inspiration from your envisioned fulfilling life, you will be equipped to begin putting the primary strategies into action in the upcoming months. Furthermore, we’ll delve into investment principles, your risk threshold, and how these factors interconnect with your comprehensive planning requirements. This integration extends to how your funds will be strategically put to work and overseen.
Working Meetings: As Required: Once your initial financial planning strategy is set, I’ll periodically review your advancement and provide a supportive space for addressing any queries or apprehensions that may arise. Feel free to arrange individual sessions as required, allowing me to aid you in executing these recommendations effectively.
Trimester Meetings: Expanding upon the groundwork laid in the first year, we transition into the continual planning phase, convening for three meetings annually.
This cadence enables us to oversee and adapt the intricate facets of your financial strategy in tandem with life’s developments and shifting priorities. This ongoing process deepens my understanding of you and ensures your financial assets are channeled toward your utmost priorities.
Additionally, I will take proactive measures throughout the year by reaching out via email to meticulously review pivotal planning and investment particulars at a more granular level.
As-Needed Meetings: Got something weighing on your mind and seeking guidance? I’m here to be your primary resource. This applies to any shifts in your life, whether significant or minor. With unrestricted email support, feel free to reach out whenever questions arise. If necessary, we can arrange further discussions or meetings to address them comprehensively.
