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9-Step Wealth Watch Process for financial planning

The Lineweaver WealthWatch process helps us develop the proper plan for your given life stage, and current and future financial needs. Our process also incorporates other important considerations such as risk tolerance, time horizons, changing family dynamics, career intentions, and more.

Discovery & Goal Setting
Gather data. Discuss goals.
Establish risk-reward profile.
 
Real Time Analysis
Analyze investments, insurances, taxes
and legal documents.
 
Gap Identification
Identify gaps and obstacles in current
Financial plan.
 
Solution Review
Present and discuss alternatives.
Priority action plan created.
 
Program Implementation
LFG executes all wealth management
coordination.
 
Wealth Watch Plan
Executed custom plan presented in user
friendly format.
 
Document Organization
Final documents organized, reviewed
and delivered.
Performance Monitoring
Continuous LFG professional monitoring
and communication.
 
Regular Reviews
Annual reviews, more frequently if needed.
All relevant family members present.