Our process was constructed with a focus on our individual clients and placing them in the most advantageous, efficient scenarios. We also emphasize logic, and we believe it only makes sense to concentrate on how your plan affects both you and your goals. In the first stage, we work to empower you with information. We gather data, assess your current circumstances and answer any questions you might have about your plan going forward. Then, we seek to elevate you and give your money purpose, ensuring that each dollar has a function in the attainment of your goals. Then, once you are confident with the plan in place, we aim to enhance your quality of life by helping you reach your objectives and working toward financial flexibility that emboldens both you and your assets.
1. Empower
In the first phase of our process, we focus on empowering you to make strong, informed financial decisions. That means working to understand your unique scenario and circumstances before acting. Of course, we understand that discussing finances is difficult for many. At Wealth Sync Partners, we want to eliminate the stigma and shame that might come with that discussion and replace it with confidence in knowing that you are on a path toward your goals. We will also explain the scope of our partnership, how we are compensated and what we do to help you find the level of confidence you need to be secure in your strategy.
2. Elevate
In this stage of the process, we work to take your plan to the next level. We assess your current circumstances and plan, then we find possible areas of efficiency to make adjustments that could offer a more advantageous outlook on your future. We explore all options, leaving no stone unturned and poring over alternatives that might be able to connect you with greater opportunities to reach your objectives. This is also a collaborative stage, during which we work with you closely to implement the recommendations we provide and the tools we have at our fingertips, all while aligning ourselves with your destination.
3. Enhance
In the final phase of the E3 process, we strive to enhance your lifestyle with a strategy we feel confident in. We also work to implement and continually update a plan you comprehend and see value in, as the planning process is not complete until you have a firm grasp on how your outline helps you reach your objectives. This phase also shouldn’t be seen as an ending. We hope to enhance your ability to live during both your working years and your retirement, giving you the ability to realize your goals while you still have the energy to fully embrace them. In this step, we want you to be able to do more with less.
Get our Free Wealth Sync Scorecard!
Building meaningful wealth is difficult, and preparing for a comfortable financial future can be intimidating! At Wealth Sync Partners, our goal is to create a financial future that is full of endless possibilities. That’s why we’ve created this assessment that can help you optimize your personal wealth and find areas of inefficiency that can be enhanced to help you reach your goals. Download the Wealth Sync Scorecard below and start working toward:
- Efficient Direction for Your Future
- Minimization of Your Portfolio Risk
- Optimization of Your Financial Strategy
Tools for The E3 Process
After the initial phase of The E3 Process, we work to Elevate you with solutions that optimize your plan by searching for inefficiencies and correcting them. Our process is designed for individuals, families and businesses as we aim to clear up confusion and remove the stress that can come with making overwhelming, disconnected decisions. That way, you can focus less on deciphering confusing information and more on following a clearly defined plan with a strategy that makes sense. Below are just a few ways we can help you maximize your opportunities.
Investment Management
Managing your investments is so much more than just an allocation of assets based on your age or your tolerance for risk. It means meticulously assessing your circumstances and goals then creating an investment strategy that matches. It also means showing you how the performance of your investments can help you achieve those goals, assigning both meaning and purpose to your money. With Wealth Sync Partners, we are results-driven, because your money and investments shouldn’t be about stockpiling dollars. They should be about building the foundation of your dreams.
Retirement Planning
Though we believe that your money should be working for you during your career, as well, there is no denying that retirement is the end goal for most financial plans. With the proper plan, your retirement can be one of the most exciting stages of life, offering the free time to live out your greatest pastimes and dreams. We can also help you avoid some of the most common pitfalls and mitigate the possibility of the many risks of retirement, such as health, longevity, long-term care and sequence of returns. We’re ready to help you construct a plan that lasts and gives your confidence.
Financial Consulting
Our team is composed of financial consultants with decades of experience in the financial services industry. We’ve assisted clients from a variety of backgrounds with a plethora of goals, and we understand how to overcome nearly any obstacle. We can help you design a plan to achieve your goals, and we’ll stand by you as equals, offering strategies that may not be available at other financial firms. As a company, we have aligned our success with yours, and our passion for people pushes us to help you succeed and find financial empowerment.
Estate Planning
Though starting a discussion about estate planning can be difficult, we believe it’s incredibly important both to your comfortability and to the success of your heirs once you pass. This is because a properly structured estate plan can give you decision-making power over all of your assets, saving your beneficiaries from difficult decisions and potentially giving them a chance to secure more of your funds with a plan to mitigate the taxation of your estate. It can also save them some stress at a time during which they should be grieving and working toward finding peace of mind.
Insurance Solutions
Though not for everyone, we at Wealth Sync Partners offer exclusive insurance solutions that can help you mitigate retirement risks or secure a long-term source of income. These solutions can also help you protect your funds from market risk with backing from major insurance carriers that may even offer competitive rates of growth with the potential to keep pace with various market indices. We can help you explore all options and determine if an insurance policy might be beneficial for your plan and your goals.
Workplace Benefits
Your business is important, and it deserves to function at peak efficiency. We can help you find solutions that allow you to retain key employees and provide them with the benefits they need to protect their families. We can also help you find areas of inefficiency and work to correct them to protect the longevity of your business. Even if you work with us an individual, your business’s financial solvency will be tied to your individual financial solvency, and we’re here to help you with strategies that can help you reach the next level.
Tax Education
As financial advisors, we are well-versed in tax strategies that can help you mitigate some of your tax obligation. We use an educational approach as well as a clear understanding of your circumstances to determine which strategy might be right for you and when. For example, it may be advantageous to perform a Roth conversion or a series of conversions once you finish your career, as your taxable income presumably goes down. We can also help you transition your wealth in a tax-efficient manner to ensure that your heirs and beneficiaries receive a greater sum of the money you worked so hard to accumulate.
Mergers & Acquisitions
Business sales can be tricky, but we can help connect you with the proper financial professionals and strategies that can make your sale or acquisition as effective as possible. Should you plan to exit your business, we can also help you create a succession plan to fill your seat with a suitable and qualified candidate who shares your values and plans to continue to push your business forward. As business owners ourselves, we understand how important your business is to you, and we’re here to protect that valuable asset and ensure that your legacy is left intact long after you’ve exited the CEO chair.
Synchronize your Financial Future.
We are here to help you succeed. Schedule your Complimentary Portfolio Review and align your Personal Goals with your Financial Plan.