THE WEALTH EVOLUTION EXPERIENCE
At Wealth Evolution Group, we focus on the processes and solutions that meet your needs and then coach you to pursue your goals in each of our four areas of wealth. Our established four step Wealth Evolution Experience planning process will help you work towards achieving the financial success and freedom that you desire.
THE ENVISION CONVERSATION
As our first step in a long-lasting, personal relationship with you, we get to know you in order to understand your goals, your values, and your dreams. We provide an in-depth introduction to our services, and the benefits of proper planning in managing your wealth. This is your opportunity to share what’s most important to you, so that we can discuss together the way in which we can best provide value and support along your journey.
THE DISCOVERY PROCESS
After our thorough discussion regarding your unique situation and values, we work with you to outline clear, reasonable, and most of all, attainable goals. We discuss your current financial situation, and your greater life situation as a whole, and empower you to envision where you would like to be at defined points in time.
THE EMPOWER ROADMAP
Using the information gathered through The Discovery Process, we next craft a personalized strategic plan that reflects your objectives and is custom-designed to help you best achieve your goals. With your roadmap in hand, we help ensure that your goals and dreams are put into action, and that all components of your plan are professionally coordinated and fully integrated with your tax and legal programs, and all other important aspects of your life.
THE FREEDOM EXPANDER
As you implement your action plan and your wealth evolves, we continue to monitor, update, and revise your Empower Roadmap to ensure that your plan remains current and continues to meet your objectives. We’ll keep you informed of pertinent economic, tax, and financial issues, and even collaborate with your other advisors on an ongoing basis to act as your full financial concierge and empower you to continuously evolve to achieve the freedom you desire.
Ready to get your WEALTH HEALTH back on track?
Schedule an appointment today, or take our free assessment and in just minutes, identify where you’re at.
WEALTH EVOLUTION STRATEGIES, DELIVERED
Your wealth is much more complex than just a number in your savings account. Learn how you can manage an increasingly complex situation and still remain WEALTH WISE!