Your Next level
Your Next Level
Level 1, 2 or 3: Understanding your unique needs
Level 1) Situational Clients
- Recommendations to be addressed based on your specific needs
Level 2) Investor Clients
- Market volatility tolerance decisions based on your Personal Risk Budget
- Recommendations for proper asset allocation, portfolio construction and management
- Creating strategies to help you meet your goals and objectives
Level 3) Wealth Management/Financial Planning Clients
- Next Level style wealth management and planning
- Bringing the human element to your money – aligning your values to finances.
- An alternative to the usual - “3 Hats” method
- Big picture financial life view including all aspects (desires, wishes, wants, needs, aligning your money with your values)
Your Next Level Planning approach: How does it work?
Our Disciplined Discovery process : Your Core Values, Your Goals - Your Financial Life
- Return on Life (ROL™) assessment review
- Financial organization and data analysis
- Perform “life-centered” needs and risk assessment
- Perform Investment risk tolerance assessment
- Identify lifestyle, legacy, and charitable giving goals to match life’s transitions
- Develop short- and long-term strategies to match your transitions and pursue your goals
- Select appropriate accounts for insurance and investments
- Allocate accounts, assets and construct portfolios
- Consult and manage with subject matter experts where needed
- Proactively monitor, assess and evaluate progress toward your goals