SERVICES
General Financial Strategy Process
Most people need a general financial strategy process. If you have general goals such as college funding,
estate planning or retirement planning we have a simple process to help you get where you want to be financially.
We also help business owners in many financial decisions including funding a buy-sell agreement or helping balance
insurance and investments as your personal net worth increases.
We find that smart strategies result from a process that supports your making fully informed decisions.
It takes time and it takes a solid relationship. As we work with you, as clients, we strive to:
- Understand you, your financial needs and your goals for the future
- Examine your current situation
- Recommend strategies to get you on track to reach your goals
- Implement your decisions
- Keep you informed with ongoing support so we can help you pursue your own best interests
Financial Planning
To connect your dreams with the right financial decisions, you need a plan. At Platinum Wealth Management, we guide our
clients through the entire financial planning process. Each of the following areas is comprehensive and included in our fee-based
planning. We like to get to know our clients to and understand what is truly important to them. We ask questions and then we
listen to what you are saying which lays the critical foundation for our lasting relationship.
Step 1: Gather the facts and learn what makes you unique
In the first step of the financial planning process, we focus entirely on you, your dreams and your challenges. During the
first meeting, we will ask several questions focused on the dreams and goals you have for the future and identify the challenges
you currently face and may experience along the way. We then fully explore the facts about your current circumstances - everything
from your income taxes to your savings, investments and insurance to the professional relationships you already have and more.
Step 2: Design the Financial Plan.
Using our team of support professionals we create a written analysis of your financial life. We show you where you are, where
you might be heading and identify key “what if?” scenarios. We evaluate your current situation and we offer solutions and
suggestions on how to reach your goals more effectively.
Step 3: Present the Financial Plan and the Implementation Action Plan.
In your next appointment, we will present your financial plan and review our recommendations, explaining how we arrived at
the results. We then provide an Implementation Action Plan. If you choose to also implement your Financial Plan with us we would
then focus on helping you to take the actions needed to help move your financial plan forward. This is a separate and distinct
service from the completion of your Financial Plan.
Step 4: Updates and Reviews
We would offer to help monitor your progress on an ongoing basis, through periodic reviews. Every year, there will be changes
in your life, tax laws and the economic environment. Keeping your financial plan tuned to these changes helps you stay on track.
You are under no obligation to renew our financial planning process each year. Subsequent renewals and reviews are separate and
distinct services from the completion of each financial plan.
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