If you go to a doctor with a sore knee, and the doctor immediately schedules a radical surgery for you, what would you think of that doctor? … Well, the same for financial planning! 
…We won’t jump to a solution without first getting to know you, diagnosing where you are, giving you a prognosis, making a treatment plan, and evaluating the outcome.

Our Process

We will seek to identify all the facts necessary to make sound financial plans that are in your best interest before making any decisions. The first thing you can expect is for us to schedule a meeting to get to know each other and to find out where you are and what you want to achieve.  This analysis will point us toward a viable plan and solution.  Here are the steps you can expect:

Step 1: Diagnosis: Discovery - “Where are you?”  In our first meeting, we will get to know each other. We will talk about where you are, and what you’ve done so far.  We’ll tell you more about our company and answer any questions you may have.

Step 2: Prognosis: Assessment - “What do you want to achieve?” We will talk about your financial objectives, and what it is that you're looking to do. We will also share a little bit about our financial planning strategies, and what we can do to help you achieve your goals.

Step 3: Plan: Analysis & Planning: “How Can We Solve the problem?” Our financial strategies are designed to match a client's goals with their acceptable risk level.  What is appropriate for one client, may not be appropriate for another. 

We'll work on building your personalized financial strategy which includes:

  • Income Planning – planning for adequate income and liquidity to meet your future needs … so you won’t run out of income in your retirement. 
  • Advance Tax Planning – taking a “look-forward” review to identify, uncover, discover, and offset areas where money is falling through the cracks through your taxes. 
  • Investment & Risk Management Strategies – making sure your risk exposure is one you are comfortable with and avoiding losses you’re not aware of or aren’t prepared to handle.

Step 4: Implementation. “Are you ready to implement a strategy that will prevent you from running out of income in your retirement?”  The strategy will be implemented only after you are confident that the above steps (discovery, assessment, analysis, & planning) have pointed to a viable and best solution.

Step 5: Evaluation and Review (on-going). “What next?” As life changes so should your plans. What is appropriate today, might not be appropriate next week, or next year, or next decade. We will meet on a regular basis and re-evaluate your financial plan, make adjustments as necessary; and always ensure that you are on target to achieve your objectives.

In addition to our regular reviews, we will be actively managing your accounts to help protect and preserve your hard-earned assets. Our goal is to make your goals happen and to help you keep your retirement planning on track.

Commitment to our Clients:  Our commitment is to always put your interests first and do our very best to ensure that your assets are protected as best as possible. Here at Coordinated Wealth Management, we're committed to treating and protecting our clients like family.

If you are in, or preparing for, retirement, and you want to protect your assets, please call us to schedule a free, no-obligation strategy session. Call: (626) 771-2927