{"id":216,"date":"2020-12-17T09:16:41","date_gmt":"2020-12-17T09:16:41","guid":{"rendered":"https:\/\/www.gavias-theme.com\/wp\/kitecx\/buildings\/"},"modified":"2021-09-05T18:48:19","modified_gmt":"2021-09-05T18:48:19","slug":"services","status":"publish","type":"page","link":"https:\/\/simplifiedwealthmanagement.com\/index.php\/services\/","title":{"rendered":"Services"},"content":{"rendered":"\t\t
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Simplified Wealth Management<\/span><\/div>\r\n \r\n \r\n

\r\n The Financial Journey<\/span>\r\n <\/h2>\r\n \r\n \r\n <\/div>\r\n <\/div>\r\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Stages of<\/span><\/div>\r\n \r\n \r\n

\r\n The Financial Planning Journey<\/span>\r\n <\/h2>\r\n \r\n \r\n <\/div>\r\n <\/div>\r\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We take the complexity out of wealth management to give you simplified financial solutions no matter what stage of life you are in and what goals you want to achieve. We offer an individualized, custom, and easy to follow \u201croad map\u201d to guide you on your journey.<\/p>

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Your lifestyle, aspirations, and goals are paramount components in creating a plan for you and your loved ones. What works for one client may not be suitable for anyone else.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Our Financial Planning Process is broken down into two steps.<\/h2>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Step ONE<\/span><\/div>\r\n \r\n \r\n

\r\n Lifestyle Analysis<\/span>\r\n <\/h2>\r\n
We begin the process of developing our relationship with an in-depth conversation about you, the client, and your past, present, and future (intended) lifestyle. \n<\/br><\/br>\nThis is your time to establish who you are and who you want to become. Your interests and habits directly influence your earning and spending habits, so how could a proper financial plan be developed without understanding these key components?<\/div>\r\n \r\n \r\n <\/div>\r\n <\/div>\r\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Where You
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We ask about your past in order to understand your present and future better.<\/p>

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For example, we provide different financial advice for someone working in a job where he or she has become burnt out and does not feel the current position can continue much longer versus someone who is in a career that he or she would never want to leave. The financial plans will be quite different in the end.\u00a0<\/p>

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Are you in an industry which is growing rapidly and where your skills are in high demand? Or, are you finding your job description becoming obsolete?\u00a0<\/p>

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As financial advisors, we analyze trends throughout the economy and are at the forefront of sharing that data with our clients so they make better informed decisions in all aspects of their lives.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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The Current<\/br>Situation<\/h3>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Understanding your current situation allows us the opportunity to give you the best financial planning advice. This does not mean it won\u2019t change in the future, but it gives both a strong foundation to support your evolving financial plan.<\/p>

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Knowing your current income sources, debt level, and what you are currently experiencing are all important factors as this information provides us with a snapshot of what is happening now.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Future<\/br> Goals<\/h3>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Goals can change. The future is not set in stone. However, knowing what your current future goals are can help us collaborate with you and plan your course.<\/p>

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One of the questions we find us asking at this point is:<\/p>

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\u00a0\u201cWhat is your ideal vision for the future and how can we help you manifest those goals?\u201d<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Step Two<\/span><\/div>\r\n \r\n \r\n

\r\n Your Financial Planning Future<\/span>\r\n <\/h2>\r\n \r\n \r\n <\/div>\r\n <\/div>\r\n<\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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In this second part of our process, we talk about your financial planning future. Topics include:<\/strong><\/p>

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