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Note to New Clients: Welcome to PlanAssist®

Updated: May 12

Hi Client,

Congratulations on taking the next step toward managing your financial decisions effectively. Enrolling in PlanAssist® is a journey you control, allowing you to set your own pace, pause at any time, and implement changes according to your schedule. While the initial steps of any new venture can be challenging, PlanAssist® is designed to provide a structured approach to financial planning.

Understanding the Financial Landscape

Many households in America generate substantial income over decades yet end up with little to no net worth. Despite nine million households earning over $250,000 in 2023, the median net worth remains below $500,000. By taking this step with PlanAssist®, you’re declaring your intention to avoid this outcome and secure a more stable financial future.

The Importance of Active Engagement

For PlanAssist® to be effective, your engagement is crucial. The program is not a sales process but a comprehensive plan designed to help you create a financial strategy, implement diversification, and establish a formal circle of advisors for continuous input and suggestions. This proactive approach empowers you to make informed financial decisions.

The PlanAssist® Process: “Here-There” Strategy

The next step in your PlanAssist® journey is a 90-minute Zoom session. During this session, we will focus on gaining a clear understanding of your current financial situation, which is the first step in the “Here-There” strategy. This approach starts with identifying your current financial position (‘Here’) and defining your financial goals and timelines (‘There’). Based on this, we will outline two or three personalized steps to help you move forward. 

Personalized Financial Planning

Books and generic advice often fall short because they cannot address your unique financial problems, goals, and objectives. PlanAssist® tailors strategies specifically to your needs, ensuring that the next steps are relevant and actionable for you and your family.

Your Role in Achieving Financial Success

As you embark on this journey, remember that you are in control of the pace and the next steps. PlanAssist® is a process that helps ensure you don’t make a million dollars over the next decade or two only to end up with a net worth of zero. However, the responsibility to implement these steps lies with you. Making money does not automatically equate to having money; PlanAssist® provides strategies to help you retain and grow your wealth as you approach retirement.

I look forward to our Zoom call next week. In the meantime, if you have any questions, please do not hesitate to reach out. Embrace this opportunity to take charge of your financial future with confidence and clarity.

Tim Clifford  

DISCLOSURE - All written content on this article is for information purposes only. Opinions expressed herein are solely those of Core Wealth Consultants. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. Core Wealth Consultants, LLC a Registered Investment Advisor in the States of Florida, Indiana and Michigan. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss.

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