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1128 Lincoln Mall, Suite 200, Lincoln, NE 68508

The Wealth Evaluator Process

What do you want your future to look like?

Our approach to wealth management starts and ends with your dreams. Through a series of in-depth conversations, we will explore your history, family, values, dreams, and hopes to help us understand who you are as a person and where you want to go in life.

Once we understand your purpose and direction, we help you distill your dreams into goals. Our disciplined Wealth Evaluator process methodically evaluates where you are in relation to your financial goals so that we can create strategies to help take you where you want to go.

Our work doesn’t end with a written financial roadmap. We also offer ourselves as guides, mentors, and accountability partners to help you implement the recommendations we make and keep you on track to your ideal future. We take care of the details so that you can get back to what matters most to you: raising a family, building a business, and enjoying your life.

Our end goal is to help ensure that your financial life is organized, easy to understand, and always accessible.

PROJECT YOUR GOALS

Where you want to be

  • Education
  • Retirement
  • Future plans

APPRAISE ASSETS

What you have

  • Investments
  • Accounts
  • Real estate

PERFORM GAP ANALYSIS

What you need

  • Cash Flow Management
  • Insurance
  • Asset Allocation
  • Savings Plans
  • Tax Strategies
  • Annuities Option
  • Risk Tolerance

PROVIDE OPTIONS

How to get there

  • Detailed Recommendations
  • Comprehensive Written Report

IMPLEMENT STRATEGIES

Activate the plan

  • Asset Allocation
  • Tax Strategies
  • Estate Planning Techniques

MONITOR PLAN

Optimize to achieve goals

  • Performance Thresholds
  • Automated Alarms
  • Periodic Evaluation