OUR PROCESS
OUR PROCESS
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OUR PROCESS
“The best preparation for tomorrow is doing your best today.”
- H. Jackson Brown Jr.
There is nothing better you can do for your financial future than to begin preparing today.
Our system and process to ensure that every single client achieves their goals is broken down into a simple 3 step process detailed below.
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Discovery
What Happens in the Discovery Phase?
Getting to Know You
We begin with a conversation to understand your values, goals, and expectations.
Reviewing Your Financial Picture
We’ll discuss your income, expenses, assets, debts, and insurance coverage to get a clear view of your current situation.
Identifying Your Goals
Whether it’s retiring early, saving for a major purchase, or building generational wealth, we’ll clarify your top priorities.
Assessing Risk
We’ll determine how comfortable you are with financial risk and align your strategy accordingly.
Addressing Concerns
We’ll talk about any financial worries or obstacles you’re facing.
Family and Legacy Planning
We’ll explore how your financial plan can support your family and long-term legacy goals.
Next Steps
We’ll summarize our discussion, outline the next phase, and set clear action steps moving forward.
Why the Discovery Phase Matters
Clarity: Understand your financial starting point.
Focus: Prioritize your most important goals.
Trust: Build a strong foundation for our partnership.
Planning
What Happens in the Planning Phase?
Analyzing Your Financial Situation
We carefully review the details from the Discovery Phase, analyzing your income, expenses, assets, and risks.
Setting Clear Goals
We define measurable financial targets—whether it’s retirement, debt reduction, or wealth building.
Crafting Your Personalized Plan
We design a step-by-step plan tailored to your specific needs, including strategies for investments, taxes, insurance, and wealth protection.
Exploring Scenarios
We’ll show you how different choices—like saving more or adjusting risk—impact your financial future.
Simplifying Complex Concepts
We break down financial strategies into simple, easy-to-understand terms, ensuring you feel confident every step of the way.
Presenting Your Plan
We’ll walk you through your customized financial roadmap, explaining each recommendation and how it ties back to your goals.
Agreeing on Next Steps
Once you’re comfortable with the plan, we’ll outline clear next steps for implementation.
Why the Planning Phase Matters
Direction: A clear path to achieve your goals.
Customization: Every recommendation is tailored to you.
Clarity: Know exactly what steps to take next.
Execution
What Happens in the Execution Phase?
Implementing Your Plan
We begin by putting each part of your financial plan into action, from setting up investment accounts to optimizing insurance coverage.
Coordinating with Experts
When needed, we collaborate with other professionals, such as accountants, lawyers, or tax specialists, to ensure every detail aligns with your plan.
Automating Where Possible
We’ll set up systems for automatic contributions, payments, and savings to keep your financial plan running smoothly.
Monitoring Progress
We track the progress of each step to ensure everything stays on course.
Clear Communication
You’ll always know what’s happening, why it’s happening, and how it supports your goals.
Adjusting as Needed
Life changes—so do financial plans. If something shifts, we’ll make adjustments to keep you on track.
Celebrating Milestones
As you hit key financial milestones, we’ll celebrate your progress and set our sights on the next goal.
Why the Execution Phase Matters
Action-Oriented: Plans only work when implemented effectively.
Accountability: We guide and support you every step of the way.
Progress-Focused: Your goals remain the priority.
OUR PROCESS
“The best preparation for tomorrow is doing your best today.”
- H. Jackson Brown Jr.
There is nothing better you can do for your financial future than to begin preparing today.
Our system and process to ensure that every single client achieves their goals is broken down into a simple 3 step process detailed below.
1
2
3
1. PLAN
A goal without a plan is just a wish.
Planning is an essential part of any successful plan and planning with an advisor is an important step to achieving your financial goals.
Whether you are looking to buy a new house, reviewing your retirement strategy or preparing for important milestones, planning will help you cut through the confusion and ensure that you are on the right track.
You can't simply put together a plan, then sit back and hope that everything will fall into place. To be successful, you must plan everything from the beginning—and not just for the big, life-changing events, but for the smaller, less-encompassing activities, too.
2. EXECUTE
Ideas don’t make you rich. The correct execution of ideas does.
This is where an advisor comes in.
Most successful people have a vision for their future.
They have a plan to get there. They have a strategy, tactics, and a set of processes to execute their plans. They have a timetable to keep on schedule. They have a commitment to pursue excellence. They have a passion to succeed.
Most of them have a goal.
We help them bring everything together, execute and get closer to everything they're working towards.
3. ACHIEVE
The significance of man is not in what he attains but in what he longs to attain.
What if you were given the opportunity to achieve your dreams?
What if you could be the person you always wanted to be and have everything you ever wanted?
No more wondering about how you're going to achieve retirement, worrying about your assets or having uncertainty in your life.
Most impossible goals can be met simply by breaking them down into bite-size chunks, creating a plan and executing it with consistent effort.
This is the end result and our ultimate goal of working with you. To take your hand and work together with you and achieve everything you ever wanted to together.
“For tomorrow belongs to the people who prepare for it today.”
– African Proverb
SGL Private Wealth Management | All Rights Reserved | Privacy Policy
SGL Private Wealth Management | All Rights Reserved | Terms & Conditions | Privacy Policy