The Wealth Optimization Dashboard™
Our Wealth Optimization Dashboard™ is the proprietary tool we utilize to communicate each client’s strengths, weaknesses and vulnerabilities in a powerful way. A simple green (strength), yellow (issue) and red (vulnerability) dashboard gives us and the client the lay of the land in quite an intuitive way.
Financially sophisticated clients (those with great interest), as well as less sophisticated clients (such as less involved and interested spouses), find this tool extremely useful.
We like to point out that wealth management is not a single event type service. What clients can be confident about is participating in a rigorous ongoing process to measure and act upon strengths, weaknesses, opportunities, and threats. This is what true ongoing wealth management services, here at Janiczek Wealth Management, are all about.