THE BEACON WEALTH SOLUTIONS PROCESS
Have you ever tried to put together a 1,000 piece puzzle without a picture?
At Beacon Wealth Management, we have developed and refined a solutions-based process that puts together all the pieces of the puzzle for your wealth needs. As your life unfolds, our proven wealth process and strategy will evolve with you. It helps those who are still working to transition to the point of financial freedom and peace of mind.
We call all of this The Beacon Wealth Solutions Process!
The goal of this meeting is to develop a true understanding of who you are as a person, establish why money is important to your family and prioritize your goals. We will also gather information on your current financial situation.
We will closely evaluate your financial information to identity gaps. We will look at where you are, what you want to do and how we can maximize the possibility of helping you reach your financial goals.
We will present our finding regarding your current situation, our wealth strategy recommendations for how we can bridge the gaps in order to reach your goals and define how we will manage your retirement and investment accounts. These tools will form the foundation for all of our work together.
We engage our professional network to begin working on advanced planning issues (estate and legacy planning, wealth transfer, family protection)
After your wealth strategy has been executed, we will meet again to summarize everything we have discussed and implemented. We will set up online access to your wealth solutions center. From here, we will be constantly monitoring and adjusting as needed.
Understand the "Why" and Gather Facts
WEALTH STRATEGY MEETING
ADVANCE PLANNING MEETING
Engage Professional Network
SUMMARY CHECK-UP MEETING
We want to make sure that we always have the most up-to-date understanding of your personal situation. Therefore, our periodic wealth strategy sessions will ensure that when your life changes, your wealth strategy evolves with it.