5 Areas of Wealth Transfer
Start with a Discovery Meeting
What are you currently doing to prepare for your financial future?
Introduction to the Personal Economic Model.
Inefficiencies/Wealth Transfers
There are 2 ways to fill up a bucket that has got holes in it. First, you could plug the holes, then the bucket will fill up even if the flow is a trickle. Second, you could pour more in. While you may want to pour more in, it doesn't make sense to until you've plugged the holes. Our second step in working together will be to see if we can find areas where you may be more efficient without the need to reduce your current lifestyle.
Part 1: Personal Economic Model
The Personal Economic Model will give you a visual picture of how money flows and allow us to communicate at the highest level. The PEM is designed to help you visualize your money from perhaps a different perspective than you have ever seen before and may help you to increase the overall efficiency of how you manage your cash flow.
Part 2: Inefficiencies/ Wealth Transfers
There may be more to be gained by avoiding losing strategies than in picking winning ones.
Identify; then reduce or eliminate wealth transfers, this frees up money that can be added toward lifestyle and/or accumulation, with no additional out of pocket cost.
There are five major areas where most people are losing money unknowingly and unnecessarily:
How you pay for your house
How you fund your retirement accounts
How you pay taxes
How you pay for your children's education
How you pay for major capital purchases, like cars, weddings
By avoiding unnecessary transfers, dollars can be freed up and put towards a more secure and prosperous future for you and your family; while striving to live your most fulfilling life now.
Are you ready to take your first step to building a better financial future for your and your family?
Our Office
266 Pheasant Ridge Road
Lewisburg, PA 17837
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570 428 2161
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