The Wealth Builder Advantage

The Wealth Builder Advantage™

The Wealth Builder Advantage™ is a process designed to help clients build a strong foundation of risk management, cash flow management, and wealth accumulation*.  We have designed two levels of achievement in our Wealth Builder Advantage™ program to build good financial habits and organize a client's finances.

Level 1

• Be contributing regularly to retirement plan
• Set-up and track income and expenses using a personal accounting program like Quicken
• Cover the basics of risk management
  • Life Insurance
  • Disability Insurance
  • Homeowner's/Renter's Insurance
  • Auto Insurance
  • Health Insurance
• Build emergency fund as defined
• Review any existing retirement plans from former employers to be sure they're properly invested*
• Review and clean-up credit history as needed
• Begin to plan one (1) short-term, non-retirement related goal

Level 2

• Continue to maintain the progress achieved in Level 1
  • Insurance coverages
  • Retirement plan contributions
  • Emergency fund
  • Tracking income and expenses
  • Good credit
• Consider whether emergency fund is adequate or should be increased
• Set non-retirement related goal(s) and begin funding
• College savings as appropriate

For More Information, Contact Us