It Starts with You.
At Triplecrown Wealth Management, we know that a primary concern is whether you will have enough money for your 60s, 70s, and 80s. We believe in the importance of having a team with experience in financial and retirement planning to help you develop and execute a strategy for retirement planning and financial independence.
Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan designed to suit your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.
So what are the steps?
1. Introductory Meeting
In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing relationship is the right fit.
2. Exploration & Preliminary Planning with Asset Map
By using Asset Map, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.
3. Detailed Planning
Now that we have a foundation, we can deliver an easy-to-follow Target Map that can guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.
4. Ongoing Support & Advice
Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.
Contact us today to see how a financially sound plan may bring you closer to your goals.
