The top 3 benefits of working with Live, Learn, Grow Wealth Management:
Judgement Free Zone. For the majority of our clients, working with us is their first experience into comprehensive financial and investment planning. Like many of us, they grew up in households where managing money was seldom discussed; and money or investments were not learned in school.
Preparation Beats Panic. Most of us have three things in common. We resist change, fear the unknown, and tend to procrastinate. Regardless of what we wish for, opportunities and obstacles will happen. We help our clients grow to be proactive instead of reactive.
Bad Decisions. Have you ever started a sentence with, “I have a great idea” or “Don’t worry, I know exactly what I’m doing” and then have it not turn out the way you expected? Part of our work is helping people reduce the frequency, minimize the impact, and/or completely avoid making bad decisions.
Each client that allows us the opportunity to work with them is different. However, there are 8 common themes they express during our conversations:
From these general characteristics, our clients are one or a combination of the following niches:
The journey of our collaboration, while similar in structure, is unique to each household and each individual. The steps are:
Every journey begins with a first step, and in our experience a person’s ability to grow and put in the work required to achieve their objectives is much more important than their financial capital.
Our fees are based on the overall complexity of the household. Complexity is much more than the external elements of cash flow, account balances, investable assets, investment properties, and/or tax situation. It also includes personal internal elements such as:
These external and internal elements are the foundation for a comprehensive plan that will have:
Our annual fee range for comprehensive planning is $4,000 - $15,000
Our comprehensive approach is a combination of the technical...
Cash Flow Management
Family Protection (Elder Care, Special Needs)
Investment Planning and Management
Retirement Distribution Strategy
Charitable Giving Strategy
Blended Family Strategy
…with your personalized definition of W.E.A.L.T.H.
Click on the title to read the full article.