Strategic Wealth Consulting Group, Inc.
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Stages of Wealth
Wealth Process
Wealth Strategist
Wealth Management Planning Process
 
Our process begins by following a discipline approach by carefully listening to and understanding your needs, concerns, and challenges. It allows us to know you more effectively and we will be able to provide value added advice which in the end strengthens and expands our relationship. Overall, it allows us to make comprehensive recommendations and allows you to make informed decisions with reliable information on a consistent basis to achieve financial wealth success. 

It all starts with our initial preparation and discovery meeting. We conduct an ETHICAL Needs Analysis focused on the13 Wealth Managements Issues (highlighted in the preceding tab). This critical step allows us to truly differentiate our services. It allows us to truly understand your needs by identifying the gaps in your current portfolio to customize a personal wealth plan for you.

  • ·       E    ►   Expectations of Income

  • ·       T     ►   Tolerance for risk

  • ·       H    ►   Horizons — time

  • ·        I     ►    Income tax & capital Gains considerations

  • ·       C    ►   Constraints — social or emotional

  • ·       A    ►   Attitude toward our communications plan

  • ·        L    ►   Liquidity needs.

Our process ensures that your financial world is organized and easy to understand and always accessible to you.

 Strategic Wealth Consulting Group, Inc. provides a planning process that begins by carefully listening and understanding our client’s needs, concerns, and challenges. This allows us to make solid recommendations and allows the client to make the informed possible choices with reliable information on a consistent basis to achieve financial wealth success.  It all starts with our initial preparation and

discovery step.

 

 

 

                                                             

 

 

I -Dynamic Discovery Meeting

 

Prior to our initial meeting we will have you complete a Client Profile Form. This information is essential for the creation of your overall strategic plan. It helps us understand your current financial situation in more detail by defining all your critical issues and challenges. We utilize a discipline interview process that gathers information and facts to determine where you are today. We gain Insight into our clients’ Current Situation, Future, Feelings and Family Dynamics to determine where they want to be. Than we identify any resulting gaps.

 

II. Gap Analysis

 

At this point, we have analyzed the Information and Insight obtained through the Dynamics Discovery meeting using available tools and resources that are available to us to decide on the appropriate follow up for the client. We have performed a deconstruction analysis of the present investments, funds, and managers to determine excessive overlaps, gaps, and conflicts. A Gap Analysis will be completed on each of the 13 Wealth Management Issues for those that want a Comprehensive Wealth Management Plan.

 

III. Design Strategy

 

We will formulate strategies and solutions based on your goals and objectives within your risk tolerance by determining the proper investment strategies to accomplish your goals. Our integrated plan will focus on your existing assets utilizing the best possible corporate structure, pension plan, taxation strategies to meet your needs. The results will be a comprehensive wealth strategy plan that focuses on you financial wealth success.

 

IV. Present Recommendations and Strategies

           

At this point, the analysis and creation of your integrated Wealth Strategy is complete and we are ready to present our recommendations and strategies. Together, we will review each strategy of the plan and its components. Depending on the complexity of the strategies and/or recommendations this may be presented in one meeting or several based on importance and timing.  We will thoroughly review and explain in detail the strategy, products, and/or services of each. We will also review the benefits and risks associated. If necessary, based on your feedback we will make any modifications.

 

IV. Implement Plan and Strategies

 

Once we have mutually agreed upon the appropriate plan and/or strategies that you want to implement, we will coordinate our efforts with the appropriate individuals internally or externally to begin the administration of product(s) and/or prepare plan document(s) for execution, signature, and processing.

 

VII. Monitor & Adjust

 

All successful plans require periodic reviews, general maintenance, and rebalancing to ensure that the plans are achieving desired results.  Your plan should have the flexibility to change, based on one’s current situation, future, feelings, and family dynamics. We will continue to monitor and analyze your investment(s) performance to help ensure your portfolio is balanced and diversified in achieving maximum performance.

 

It is important that your plan be current and up to date. We will continuously keep you abreast of factors that could possibly effect your financial situation