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.

	Gather data. Discuss goals. Establish risk-reward profile.
	Analyze investements, insurances, taxes and legal documents.
	Identify gaps and obstacles in current Financial plan.
	Present and discuss alternatives. Priority action plan created.
	LFG executes all wealth management coordination.
	Executed custom plan presented in user friendly format.
	Final documents organized, reviewed and delivered.
	Continuous LFG professional monitoring and communication.
	Annual reviews, more frequently if needed. All relevant family members present.