The Strategic Wealth Process™
is designed specifically for entrepreneurs. It provides a framework
for dealing with the many challenges business owners encounter when
planning for the future while at the same time helping you to seize
opportunities to enhance your personal and financial situation.
The Strategic Wealth Process™ was developed by Sandra
Pollack incorporating her financial planning expertise and knowledge
of entrepreneurs. It is an approach tailored to meet your unique
needs and values.
This is the starting point of our relationship. Through one-on-one
discussions we learn about you, your values, your business and your
history.
Once we have clearly understood your values, the next step is to
determine the direction you would like to go based on your priorities,
your dreams, and your vision. During this process, we will work
with you to help identify and document both your personal and business
goals.
Upon completion of the Discovery Process and the Charting the Course
Formula, we will design for you a customized "financial snapshot"
as it relates to allocation of assets and your balance sheet.
Purpose of this process is to evaluate your exposure to risk, while taking into account changing trends in the marketplace. If there exists any problems that would place your current assets at risk, these risks are highlighted.
Once your goals are identified and a thorough examination of your
assets and potential risks (if any) completed, we design a personal
action plan. These recommendations are based upon time tested strategies
and provide a path towards your goals.
As time progresses, circumstances and priorities change. This is
key to ensure you stay on course. Regular reviews to measure progress
and integrate changes are an integral part of our work.
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