Get Started with Discovery℠
An initial Discovery℠ meeting provides you with an opportunity to meet our team, understand our practice and explore the wide range of services offered. It also provides an opportunity for you to share your financial goals and current investment portfolio. This process helps each of us evaluate the benefits of a partnership and determine moving forward makes sense for you. There is no charge to you for this initial meeting.
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Good Planning Starts with Good Listening
Once engaged, it’s time to begin a detailed, one-on-one dialogue about your unique financial goals and objectives, answers to which will create a financial framework and serve as the foundation for a sound plan.
The process yields a Discovery℠ Report, a comprehensive set of recommendations customized to address your specific needs. This may include:
- Cash Flow Analysis - Matching income and expenses and uncovering opportunities
- Personal Net Worth Analysis - You may be surprised when you see it in black and white
- Income Tax Analysis & Reduction - Minimize tax liability
- Education Planning - How much to save, and the best ways to do it
- Retirement Planning - Answer the important questions like, “How long will my money last?”
- Insurance Needs Analysis - Ensure you have the right level of coverage at the right price
- Estate Planning - Don’t let the IRS become your largest heir - keep control
We Keep You Informed
Once the plan has been set into motion, we are available by phone or e-mail, at any time, to answer your questions or review progress. We believe that ongoing financial planning, goal tracking and advisory services are critical in achieving your goals and ensuring your long-term success.
Financial View 360℠
In today’s world of information overload, we make it easy to stay organized. WPSG clients like you receive access to Financial View 360℠, a secure Web and iPhone application that consolidates all of your financial accounts, even those we don't managet, into a single dashboard. See your true net worth, updated daily, with the click of a mouse. Click here for more information about Financial View 360℠.