At The PREC Planners we know that being successful at building your wealth starts by having a plan.
Getting started is the toughest part.
Where do you begin? Cashflow? Taxes? Investment Portfolios? Pensions? Assets? Debt? Risk management? Goals? Are you and your partner and family on the same page? Sheesh! That’s a lot! Which is why we’ve built the Five Phases of Wealth planning. We have the systems and team to coach you through building and achieving your wealth plan.
60-minute meeting
Where we learn all about you. What’s your story? How did you get to where you are and where do you want to be?
During this meeting we will:
45-minute meeting
We’re excited that we’ve decided to work together to build your wealth. By now we have completed the letter of engagement, and you have done the work to provide us with the pertinent documents and information we need to get started. Our team has gotten to work on assessing and auditing the documents you’ve given us.
During this meeting we will:
90-minute meeting
We’ve built your plan, now it’s time to present it to you. This consists of two documents with supporting illustrations and information. We will go through our written recommendations which address your unique questions, problems, priorities, and goals. We will also highlight any gaps, risks and opportunities to your wealth building plan that you may not have thought of.
During this meeting we will:
30-minute meeting
You have your plan, now it’s time to act and implement the steps to achieve your goals. This will look different for each client. It may be opening investment accounts, rebalancing portfolios, applying for insurance, or working with your accountant and lawyer. We are a full-service firm and commit to making sure you act and get things done.
For clients who commit to the transfer and management of investment assets as agreed upon in the letter of engagement, we commit to monitoring your wealth and making sure it’s moving in the right direction.
Depending on the complexity of your plan and wealth needs we commit to meeting with you annually, bi-annually or quarterly and are always available as needed for consultation.
We work as a brokerage for implementing your investment and insurance needs. We commit to finding you the right solutions for your problems that will best achieve your goals. Some of our industry partners include:
