Our 6-step process
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1. Getting to Know You
You are unique—dreams, level of achievements, goals, fears, timelines, health, relationships, etc. Our job is to understand your unique circumstances and address your deepest concerns. Enjoy your life on your own terms. Our InfoRight™ process, powered by LifeArcPlan™ strives to bring certainty in uncertain times. As your Investment Advisor, we will work alongside you every step of the way to develop the right strategy to get you where you want to go.
2. Getting Your Info Right
Successful planning starts by giving your adviser your complete and accurate information. Whether your objectives are planning for cash flow in retirement, growing and/or preserving your wealth, business planning, or designing an effective and efficient estate, your Optivise adviser can design a comprehensive and sustainable strategy with you. As your life changes, your investment adviser captures your information in a convenient, low-stress online environment.
3. Analyze Information
Extensive Professional Analysis Through a Team Approach
While analyzing your information, the last place you want to take a shortcut is at this bend in the road. Our advisers, in collaboration with our advanced planning team, comprised of seasoned financial, legal, and tax professionals, will assess all of the information that has been gathered by taking a multi-disciplined approach. This approach ensures that the assessment has been reviewed across all key and subsidiary planning areas in order to provide the most flexible and sustainable solutions available for your success. This is where the rubber meets the road.
Quality advice shouldn’t be limited to only high net
worth clients!
With a support team consisting of Certified Financial Planners, CPAs, Trust and Estate Attorneys, and other highly-focused financial professionals, High Net Worth clients who require more specific planning, such as Business Continuity Planning, Multi-Asset Preservation Planning, Multi-generational Estate Planning, and Lifestyle Maintenance Planning, can enjoy these services while layering in Advanced Wealth Management and Tax-Efficiency strategies.
4. Create a Sustainable Solution
A well-designed solution should take a “goals-based approach” and must consider all parts of your life, current and future, to be successful. As life and the world around us constantly evolve, change, and transform, your investment and income planning must weather the forces that threaten to derail your short-, medium-, and long-term goals. Your strategy must be designed with certain capabilities that can withstand these forces.
Do you know the average annual rate of return needed to give you a sustainable lifestyle in retirement?
5. Strategy Session to Implement Your Plan
Once your Optivise Investment Adviser has developed a well-tailored investment solution for you, it’s time to meet and set your plan in motion!
6. Ongoing Monitoring and Measuring
Communication is the key to any successful relationship. Your Optivise investment adviser will coordinate periodic review sessions to discuss, review, and modify the strategic framework, using key metrics to monitor what’s important to you and your success.
If your plan veers off course, we want to immediately get you back onto the road to success. Look to us as your personal GPS.
