Our Real Wealth® Financial Planning Process
Guides You to Success.
In order to fulfill our promise to you, we follow a unique process to ensure we account for your life and your wealth. Our team process leaves no stone unturned.
Real Wealth® Financial Planning Process:
Life DISCOVERY
Initial LIFE Vision & Discovery – Time to dream, to sit back and visualize the life you want to live. There is always time to adjust or revise your dreams; these are your current dreams.
Financial Discovery (Fill In The GAPS) – Now that you’re done visualizing your life dreams, we need the details of your goals and your current and future financial situation. Most people think this is where your dreams end; with us, it’s where they begin.
Situational & Vision Analysis – We will begin reviewing your goals and your financial situation for strengths, weaknesses, opportunities and threats. We will research the best solutions and gather the necessary resources.
Life & Wealth STRATEGY
Strategic & Tactical Review – Working closely with you, we review the best strategies to help you realize your LIFE GOALS. We’ll review the implications and benefits of each strategy and tactic alone, then together. The result is the most powerful and effective strategy for you. Best of all, you’ll be part of the process; you’ll have the opportunity to visualize your LIFE PLAN and begin to see the realization of maximizing life from Real Wealth®.
Efficiencies & Risk Analysis - There are many ways to minimize costs and risks associated with your plan. Knowing this, we have inserted this significant step in our process aimed at minimizing taxes, fees and risks in the development of your plan's strategies and tactics.
Real Wealth® PLAN
Concurrence & Approval – Before we proceed with the implementation of your plan, we need to ensure you understand and agree with the plan. We need your understanding and approval.
Implementation (Prepare to Launch) – Upon approval, we’ll select an implementation schedule as well as agree on the ongoing roles and expectations, the management of your plan.
Account for Changes - We proactively plan for pending changes in your life and in your plan.
Life MANAGEMENT
Review Life Transitions – As your plan goes, so does life. Life changes and so too will your dreams and your plan. We’ll be here to grow and change with you. Your job will be to see your plan through, to live the life you dream of.
Ongoing Plan Management – We’ll follow through with the implementation and review schedule as agreed on.
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Advisor,
114 Main Street, PO Box 427, Kewaskum, WI 53040, 800-568-0976.
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