Wealth accumulation - roadmap
![](https://yoursafemoneysolution.com/wp-content/uploads/2022/02/roadmap-icon-1b.png)
Discovery
- Financial deep-dive
- Identifying concerns to address
- Understanding long-term goals
- Definition of successful retirement
![](https://yoursafemoneysolution.com/wp-content/uploads/2022/02/roadmap-icon-2.png)
Planning
- Confirming financial data
- Match custom solutions
- Case design
- Present Plan
![](https://yoursafemoneysolution.com/wp-content/uploads/2022/02/roadmap-icon-3.png)
Preparation
- Match lenders and carriers
- Submit applications
- Examine portfolio options
- Implement risk mitigation
![](https://yoursafemoneysolution.com/wp-content/uploads/2022/02/roadmap-icon-4.png)
Ongoing Monitoring
- Issue the plan
- Advisory sessions
- Monitoring/analyzing progress
- Partner introductions