At Wealth Optimization Network, we’re committed to helping our clients set and achieve their financial goals. We’ll work together to identify your short and long-term financial objectives. Then, using a three-step process, we’ll recommend and implement the appropriate solutions:
Our goal is to fully comprehend your current and future goals, including family goal-setting objectives. To do this, we’ll perform an exhaustive discovery process inclusive of a holistic audit, collecting all relevant data, followed by testing and verification, to develop a comprehensive model of your financial situation.
Once all the relevant information has been obtained, we’ll share our findings and recommendations. We’ll design, confirm, and then present a strategic plan we’ve agreed on to help you achieve your financial goals.
Our relationship is ongoing, well after we deliver and implement your plan. We’ll schedule regular check-ups and reviews. This ongoing process ensures timely relevant information is available to simulate, model, and suggest changes and course corrections where necessary to ensure you’re satisfied with your customized financial plan.
Our “no stone unturned” deep dive discovery method isn’t an interrogation; rather, it’s an opportunity to learn about your aspirations and challenges to identify details regarding your current goals, previous setbacks, and future challenges. We ask encouraging questions and provide hypothetical examples so we can truly understand everything about you and help ensure we’re customizing solutions that meet your personal needs.
We take the time to completely get to know you by conducting a thorough audit of your current financial situation. We want to ensure we understand all of your needs and goals, challenges, and previous setbacks, before recommending personalized solutions.
Depending on your situation, you may require several family wealth strategies, including trust and estate planning, legacy planning, and comprehensive financial planning that ensures spouses and family members will be cared for in the event of death, disability, dissolution of a business, etc.… Our role is to provide you with confidence and assurance that your financial matters are appropriately organized, structured, categorized, and managed.
Maintaining sound financial well-being requires thorough analysis, meticulous planning, and designing a robust, customized financial plan to meet your unique needs. The comprehensive analysis is integral to fully understanding your financial situation before we design your personalized plan.
With a full understanding of your planning objectives, we do a deep dive into your financial situation, simulating multiple revisions for optimized outcomes to avoid potential future issues. Income/expenses, Detailed Cash Flows, investment modeling, Financial Condition models, Retirement models, Survivor models, and Needs analysis, are all simulated before sharing our findings. It is at this point, that we’ll provide you with the necessary information, advice, and alternatives, empowering you to make well-informed decisions about your financial future.
Whether your goals are minimizing estate taxes, creating a charitable legacy, or providing for future generations, we’ll assist you in navigating the complexities of estate planning, maximizing your assets, and minimizing taxes.
Our investment planning strategy includes four fundamental principles in addition to Asset Location: Asset Allocation, Tax Efficiency, Portfolio Expense Management, and Objective Advocacy. Whether you’re preparing for retirement, funding education, or seeking to grow your wealth, we’ll customize our investment planning services to help empower you to confidently reach your goals.
Effective and holistic retirement accumulation and distribution planning is essential to ensure that your retirement years are filled with financial security and the freedom to enjoy life on your terms. We’ll help you establish strategies that outline how any specific asset should be titled, how much you should save each year, and where to allocate those savings for optimal growth and security.
Your business trajectory includes growth, maturity, and transition. We understand the complexities of business ownership—including capital structure, tax mitigation, and entity selection. Our comprehensive approach to business owner planning helps equip you for every stage of your journey.
