Wealth accumulation - roadmap
Discovery
- Financial deep-dive
- Identifying concerns to address
- Understanding long-term goals
- Definition of successful retirement
Planning
- Confirming financial data
- Match custom solutions
- Case design
- Present Plan
Preparation
- Match lenders and carriers
- Submit applications
- Examine portfolio options
- Implement risk mitigation
Ongoing Monitoring
- Issue the plan
- Advisory sessions
- Monitoring/analyzing progress
- Partner introductions
