Process
Discover – The Wealth Assessment™
• Design a three-year financial focus
• Build a Vision
• Identify the most pressing concerns, opportunities, & client strengths
This assessment provides clear vision for the client and advisor.
Analyze – The Financial Action Plan™
• Creates a discovery & action planning worksheet derived from the Critical Factors Analysis™
• Provides framework to build & prioritize financial issues to be focused on & accomplished
• Provides client with the confidence to know how to focus time, energy, & money
Implement – Benchmark & Action Planning Advantage™
• This is the plan for implementation of any strategy enhancement tools
• Determines the monitoring frequency of each strategy
• Measure progress & update goals for the next planning period
This step provides the client with a defined action plan, deadlines, and a process for completion. It also ensures ongoing accountability for Wealth Resources Network and our client, by providing a dynamic measuring process.
Commit – Accountability Factor™
• Measures progress for the whole planning year
• Determines what worked and what did not
• Determine the financial action plan for the second and subsequent planning years
This meeting provides our client with a yearly progress report to measure the success of the planning process. It also allows us to build upon what worked and avoid repeating the strategies that failed.
