The Hidden Key to Building Wealth: Embrace Curiosity
In my book , I discuss three principles that nearly everyone I've known who has successfully built wealth( Key to Building Wealth )...
top of page
Work Overview
LATEST PROJECTS
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque
No Charge 30 Min Consultation |407-393-5985| info@planassist.com
Make Better Financial Decisions
Making Money
≠
Having Money
We Address Both Broad and Specific Questions:
-
Social Security Questions: Maximizing one of your most significant assets.
-
Medicare Reviews and Questions: Navigating your healthcare options with clarity.
-
Taxes: Managing one of the three major expenses in retirement.
Work With a Certified Financial Planner®(CFP®)
Practical
.png)
Emotional
Mathematical
Why You Need PlanAssist®
Provides professional input while allowing you to stay in control: As we build our wealth and age, financial decisions become more frequent. Questions about our taxes, Social Security, Medicare, investments, etc. are more common and connected. PlanAssist® provides a simple way to get your financial questions answered with confidence.
Add PlanAssist® as an employee benefit, offered at a discounted rate with three or more enrolled employees. They can pay for it themselves, or you can provide it for them.
Make Better Financial Decision
Financial Roadmap
Advice on how and what to adjust in order to stay on track.
-
Snapshot - Stay on Track
-
Update to Date Balance Sheet
-
Income/Expense Monitoring
-
Investment Allocations - Risk/Quality/Liquidity
-
Tax Liability & Allocation Management
-
Guardrail Planning Principles
-
401(k) Allocation Tool
-
Financial Stress Test - Six Areas Tested
-
Medicare Planning
-
Social Security Timing Reports
-
Review Lifestyle Protection Plan
Asset Allocation Plan
In this three-bucket approach, the first bucket is the NOW BUCKET. These funds are in your checking, savings, short-term CDs, etc.
The second bucket is the SOON BUCKET. These investments are invested conservatively with minimum volatility. This is the bucket of money you will need sooner, rather than later for income and known expenses.
The Soon Bucket will buy you a time horizon to confidently invest the remaining amount of your money in the third bucket, the LATER BUCKET, for long-term growth.
Here’s how it works. We want to determine three allocations:
Including professional Guidance for Ongoing 401(k) Allocation to Avoid Common Mistakes
Our Process Makes Getting Financially Organized Simple…
Introduction Call / Q&A
Enroll & Implement
Introduction call and Build a Here - There plan with time for Q&A.
NO COST OR OBLIGATION
Discuss implementation, complete Schwab signup & CWC Forms, introduce online tools
Follow Up
Align on to-do list, follow up and leverage online tools
"Everything should be made as simple as possible, but not simpler."
Albert Einstein
This is where our name comes from...
Trivia
Core Satellite Investment Strategy
-
The Core Portfolio: This is the 'steady' part of your portfolio, made up of a broad, diversified range of investments that aim to closely track the market's performance. It's built with a long-term perspective, spread across multiple asset classes (like stocks, bonds, resources, real estate), and it's typically managed by a professional who can make sure it's regularly reviewed and rebalanced.
-
The Satellite Portfolio: This is the 'active' or 'adventurous' part of your portfolio, where you can try out individual stocks, sector-specific investments, or other more speculative investments. You might use this part of your portfolio to take on higher risk for the potential of higher rewards, or to pursue investments that align with your personal interests or values.
Overall, the Core Satellite Investment Strategy aims to enhance your personal wealth by having a well-managed core portfolio alongside satellite investments. The Core Portfolio provides predictability and participation in the market, while satellite investments offer additional opportunities.
Schedule your free personal
evaluation appointment now
Text Us Now !
407-906-8928
bottom of page