Continuum Wealth Management™ Service Continuum Wealth Management™ is a complete personal financial program that includes lifetime financial and investment planning. Continuum Wealth Management is designed specifically for individuals, couples, and families that have $1,000,000 to $5,000,000 or more of liquid assets available for our firm to manage, including personal retirement plan accounts. Continuum Wealth Management was developed to assist our Clients in visualizing their current and future personal financial events and to answer the following questions: When will you be able financially to retire and still maintain your desired lifestyle? How much investment risk must you take to accomplish your financial goals and objectives? How can you use tax-advantaged programs and products to maximize your estate building assets? Are your assets titled and structured to follow your intentions at the time of your death? How can you currently better manage your money? How will you make the transition from income derived from wages to income derived from investments? Answers to these and many other financial questions that may arise are answered through our review and analysis of your information, and utilization of our firm’s proprietary software. Our Continuum Wealth Management Service builds on our Investment Management Service which focuses on specific investment recommendations. In addition to our Investment Management Service, we will provide you the following: Assistance in efficiently gathering all your personal and financial information required to understand your current financial and life events Development of a written personal Strategic Financial Plan to provide the roadmap you can follow to meet your personal goals and objectives Assistance in organizing and understanding your personal expenses and establishing a budgeting system to help you improve your spending control and increase your savings Assistance in providing your estate-planning attorney a detailed listing of your current assets as a reference for planning or updating wills and trusts; we will meet with you and your attorney if requested Delivery of a written Continuum Wealth Management Plan During the first year, our Continuum Wealth Management Service is designed to follow a seven (7) meeting model, defined in our Initial Continuum Wealth Management Engagement Roadmap, during which we work together with you to develop your Continuum Wealth Management Plan. In each of the subsequent years, we will follow a three (3) meeting model defined in our Follow-on Continuum Wealth Management Roadmap, during which we work together with you to review your investments and investment performance, update your goals and objectives, and model your financial and life events. Based on that information, we revise and update your Strategic Financial Plan and provide you with an annual updated Continuum Wealth Management Plan. Back to Services