Wisdom Investments, Inc.
Helping you make smart decisions with your money.
Helping you make smart decisions with your money.
Client Deliverables
1. Financial Roadmap - We will create and then update annually your Financial Roadmap. Your Financial Roadmap will allow you to live your life on purpose through focus on such items as your values and goals and the alignment of those values and goals with your financial position.
2. Financial Plan Progress - We will annually review your progress towards your goals and provide you with a simple one page plan for the coming twelve months detailing actions needed by you to stay on track.
3. Insurance Review - We will annually review every kind of insurance available and 1) recommend the right kinds and amounts, 2) be sure there are no coverage gaps which might endanger your financial freedom, and 3) see what, if anything, can be done to reduce premiums.
4. Investment Progress Reports -We will deliver a quarterly progress report to you. This simple summary of investable assets is designed to show you the progress you are making benchmarked against the goals you have set for yourself.
5. Estate Planning - Every 3 years we will review your Estate Plan with the objective of 1) establishing a plan for your money to make it into the next generation, and 2) creating a structure that will bring your heirs closer together by simplifying the distribution of your assets.
6. Goals -We commit to contacting you proactively prior to every goal date you have established to give you the game plan for the accomplishment of each of your goals.
7. Cash & Debt Management - We work with you to establish adequate cash reserves as well as a debt elimination plan to handle financial issues that come up in life. If needed, we will assist you to create and maintain a budget.
8. Financial Plan Threats -We will continually assess any threats that we see to your plan and look for and communicate strategies that we or you can do to minimize or eliminate the threat.
9. Income Tax Planning -During the last 4 months of the year we will do income tax planning for you with 2 objectives in mind, 1) seek ways to reduce taxes, and 2) make sure there are no surprises on April 15th.
10. Income Tax Preparation -We are also available to prepare your tax return.
