You need a wealth strategy to match your career success
Discover what’s working, what’s missing, and what’s next in your wealth strategy
It’s time to optimize your personal wealth
Our first meeting, the Financial SWOT Session, is designed for accomplished business owners and executives who suspect there are gaps in their financial strategy. Our Financial SWOT Session is a collaborative whiteboarding session that applies the same strategic thinking you use in business to your personal wealth.
Through deep questions and active listening, we’ll conduct a live SWOT analysis of your financial position, shining a flashlight on the opportunities and threats that often go unnoticed since your advisors are most likely not talking to each other, and instead are working in silos.
What is the Financial SWOT Session?
Typically used for strategic planning in business, SWOT is a method of assessing factors that can impact your success. By identifying these elements, we can help you make informed decisions, leverage advantages, and mitigate potential future risks.
Why it matters
As your wealth grows, so does the complexity of your financial decisions. Between tax strategies, estate planning, and business succession, there’s a lot to consider. Each decision can have compound returns and cascading effects, and you are stuck in the middle of it all.
Instead of being the quarterback who has to recognize when specialized expertise is needed and coordinate between multiple professionals, we take responsibility for identifying opportunities and orchestrating the integrated approach your wealth requires.
What to expect
This collaborative session applies the same strategic thinking you use in business to your wealth. Through our conversation, we’ll uncover what’s really working (and what isn’t) in your wealth strategy. This includes:
- Strengths Discussion: We’ll explore what’s working exceptionally well in your current financial approach.
- Weaknesses in Coordination: What’s not going well, from your perspective? We’ll also help uncover where your CPA, attorney, and investment advisor may be missing opportunities by not working together.
- Opportunity Identification: Through the conversation, we’ll start to identify specific strategies being overlooked across tax, estate, and investment planning.
- Threat Assessment: What risks could derail your wealth goals? Together, we’ll identify a few financial blind spots that could impact your family’s long-term security.
Finally, we’ll explore whether we’re the right partner to help you act upon what we’ve discovered. If there’s a mutual fit, we’ll design a customized approach based on your specific opportunities. If not, we’ll point you toward the expertise that’s best suited for your unique situation.
How to prepare
First and foremost, please come ready to speak openly and candidly about your goals, financial journey, and anything you think would be relevant to our conversation. Feel free to bring any investment, insurance, or tax documents that relate to what’s currently on your mind and have those with you—while these documents are not required, having them available can make our conversation even more productive.
Ready to bring business-level strategy to your personal wealth?
Schedule your complimentary Financial SWOT Session today.