Step #4
Implementation Session
We’ll break down the Roadmap action steps into bite size pieces that are easy to understand. We’ll also discuss how we review your roadmap regularly to make sure that your journey is as smooth as possible no matter what life throws at us.
Step #3
Total Wealth Roadmap Strategy Session
With your Roadmap complete, we’ll have a 1 hour meeting to review where you’re at and any recommendations we have to make sure you get where you’re trying to go. We’ll give you map to show you exactly what you can do to best utilize your resources, worry less, and spend more time doing what you love.
Step #2
Total Wealth Roadmap Brainstorm
Learn how we can build a complete roadmap to reduce taxes, grow wealth, and give you more time to enjoy life.
Total Wealth is a family office style wealth management firm. What does that mean? Imagine this, an attorney, a CPA, an insurance agent, an investment advisor, a financial planner, a realtor, a home, auto, and business insurance agent, and a wealth manager all walk into a bar……j/k but pretend they are your wealth management team. Now imagine if your only responsibility was to create a relationship with one of those professionals that would oversee communication, strategy, and implementation of your complete financial picture and someone that speaks the language of all the other professionals. That’s Total Wealth. We can help manage your current team or find new wealth management team members if you've outgrown your current team. We are connectors. Our mission is to make you happier, expand your wealth, help you live the life of your dreams, and pass it on.
Does a one-legged duck swim in a circle? Of course, we can. We have smart and caring humans paired with the best technology to serve you where and as you are. You just need an internet connection. On a sabbatical across the world? No problem! Heading south for the winter? Even better….we might meet you there! If it’s meant to be, we’ll make it happen.
Total Wealth is compensated in a few different ways. Depending on your life stage and what kind of assistance you need, we charge flat, hourly, percentage based fees, or a combination.
Your investments will be held at a custodian. The primary purpose of a custodian in financial services is to facilitate the safekeeping of client assets, particularly related to investments, securities, and other financial instruments. We use Altruist as a custodian. Click HERE to learn more about Altruist.
The Altruist app can be best described by thinking of mixing simplicity with functionality, everything you need and nothing you don’t. Our clients use the Altruist app to review performance, e sign and approve requests, and move money between bank and savings accounts.
