Our Process


 

We understand the things that are important to you. And our relationship with you and the process for securing your family’s future begins right there. We first meet with you and gain a clear understanding of your concerns and objectives. We then provide you with an analysis and projection of your personal and business financial situations. We explore possible strategies to achieve your goals, collaborate with your circle of advisors, and can then help you implement and follow up on your course of action.




Process Graphic





Step 1: Review



Review your individual situation and personal objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives and the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.




Step 2: Analyze



Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.




Step 3: Develop



Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.




Step 4: Coordinate



Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors. We can do the same for you.




Step 5: Implement



We'll implement your strategy, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.




Step 6: Summary



Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.



Neither Wealth Coach of Kentucky nor its agents offer legal, tax or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

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