My Wealth Plan™

Bringing Clarity, Comprehensive Planning, and Confidence to your financial life.

1.  Discover & Evaluate

  • Discovery Meeting
  • Visions, Goals, Concerns, Outcomes
  • Underwriting
  • Readiness to Make Changes

2.  Gather & Assess

  • Balance Sheet
  • Income & Expenses
  • Investment Analysis
  • Insurance Audit
  • Tax Situation Assessment

3.  Plan & Project

  • Financial/Retirement Projections
  • What-Ifs
  • Protection Plan
  • Debt Management
  • Estate/Legacy Planning

4.  Strategize & Create

  • Planning Meeting
  • Presentation
  • Feedback
  • More Discovery
  • Plan Revisions

5.  Educate & Implement

  • Explain Investment & Insurance Recommendations
  • Review Implementation Solutions
  • Execute Account Paperwork

6.  Monitor & Review

  • Rediscover
  • Review Investment Performance
  • Compare Plan to Actual Situation