Families - Individuals

Our 5 Step Process

5 Step Planning Process

  • Your financial plan is a map for your life’s journey.
  • As a result, you are actively engaged with our planners to develop solutions that will achieve your goals as efficiently and effectively as possible.
  • As Fiduciaries, we are obligated to serve YOUR Best Interests first.

1.  Education:  ClearPath Sequence of Returns Video
    To improve your retirement planning outcomes, it is helpful to answer two key questions: 
•  How much risk do you NEED to take?  
•  How much risk do you WANT to take?


•  “Understanding the Reality of your Financial Future”
•  “Understanding Asset Allocation Strategies”

2. Goal Analysis: Demographics, Goals, Resources

Goal Analysis

Regardless of whether your goal is to:

  • Retire sooner
  • Make sure you don’t run out of money
  • Travel more
  • Care for a loved one
  • Spend more time with family and friends
  • Financial Independence as early as possible

3.  Risk Assessment:  Investment Strategy Optimization

    Riskalyze Risk Assessment – Link

•  Our 3-minute risk quiz can help you pinpoint your portfolio risk with your comfort level. 
•  Why? People often invest more aggressively than they need to in order for them to reach their goals.
•  How would your portfolio have held up in 2008?
•  How sensitive is your portfolio to interest rate increases?
•  How efficient, expensive or transparent is your portfolio? 
•  Find out by completing our short risk quiz now.

4.  Results Analysis:  Review Scenarios, Fine Tune

Plan Review - Implementation

  • You decide and control which strategies serve you best
  • We help you implement your plan strategies
  • We coordinate your plan strategies with your other service professionals (CPA, Attorney, etc.)

5.  Success Tracking:  Update Plans, Adjustments, Rebalance Allocations

Retirement and Financial Planning is a fluid process with multiple variables and decisions which impact your outcome.

Our process is client centric, fun and engaging

You CAN achieve YOUR goals.

Let us help you TODAY!

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Advisory services offered through Dynamic Wealth Advisors.