Wealth Optimization Dashboard examples
Our proprietary Wealth Optimization Dashboard™ can provide you with intuitive clarity on your strengths, weaknesses and vulnerabilities across our 35 Essential Strengths®. This tool is helpful in seeing progress, seeing deterioration (early warning), and seeing need and priority. A staple of our patented system, it’s a huge advantage having this insight.
How do we prepare clients for black swan events like COVID-19?
Our Lifestyle Protection Analysis™ tool helps us thoroughly test your financial, investment, lifestyle estate and retirement plans.
This tool literally uses a technique of back testing your plan (and multiple scenarios) to literally every 40-year period going back to 1900. So, imagine the clarity of seeing how such a plan faired through the Great Depression, Great Recession and other bottom 10% periods as well as median, a lucky (top 10%) periods. A huge perspective advantage.
Our team combs through many research reports and images and hand picks a special Chart of the Month that is featured on this website and about a dozen others used exclusively with clients in Clarity Sessions (a typical client has semi-annual Clarity Sessions with us). The aim: increased clarity, direction and focus where it matters most.
A longtime staple, we have a variety of ways this Stages of Financial Freedom® Roadmap tool is utilized to maintain focus and clarity. Since everything in portfolio management, wealth management and retirement planning is related to navigating this roadmap with excellence, it is regularly tapped to maintain proper perspective.
The investment and economic landscape easily become overwhelming if one is not careful about filtering through the minutia of data, noise, hype and emotions influencing decisions. Rest assured that we have a variety of tools constructed to help us assess the prevailing SWOT (strengths, weaknesses, opportunities and threats). These same tools can help us help you better understand the investment and economic climate if and when you have a need for such clarity.
The perspective advantage our clients can gain from our proprietary planning tool are extraordinary. A complete plan that filters through the complexity and helps you see precisely where you are and what to do next to make maximum progress toward your goals.
To help clients stay on track, we created a special report produced quarterly to help you see exactly how your investment portfolio is positioned and how it is doing compared to important benchmarks.
