Our Process
CREATING POSSIBILITY -introduction
Our initial conversation with you is designed to determine if our philosophical approach to financial decision making is aligned to your expectations. This is where we engage in vision‐ building dialogue with you, discussing your plans for the future and your current progress with those plans. We will share our unique planning process and philosophy of care for fulfilling your future's greatest potential.
GAINING PERSPECTIVE ‐data gathering
After envisioning where you want to go, we need to define where you are today. By completing our Confidential Financial Questionnaire and providing documentation, we are able to study your current financial situation using The Living Balance Sheet® and its relation to your wealth building objectives.
PROTECTING YOUR FUTURE ‐protection planning
Using The Living Balance Sheet®, we construct a blueprint of your current financial picture and begin weighing and measuring financial decision making. This starts with asset protection planning, because it is simply too late to make improvements in these areas after an unexpected event occurs.
GENERATING ABUNDANCE ‐cash flow and investment study
Here is where your future gains momentum. You begin to see the power that is available to you using Strategic Wealth Group's holistic planning process as your guide. The Living Balance Sheet® is used to illuminate your cash flow and investment strategies, identify inefficiencies and evaluate potential outcomes related to your current plan. A study is conducted to maximize the balance between assets, liabilities, protection and cash flow.
CO‐AUTHORING YOUR PLAN ‐implementation
The ideas begin to move toward reality as we set the plan in motion that you have co‐authored. Each strategy is carefully calculated and designed to give you superior efficiency instead of average product performance. An array of carefully selected products and services are available for implementation of the plan.
ADVOCATING THE EXPERIENCE ‐follow through
After your financial pathway is set, we want to hear what you have to say about The Strategic Wealth Group Experience. Since we work exclusively through personal introductions, we constantly aim to enhance our process. This conversation also sets the stage for our communications for the upcoming year prior to your annual review. During this time, we like to give you the opportunity to share this important process with those closest to you. We are dedicated to your future and everyone in it.