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The Kinetic Wealth Management Formula
WM = (AP) + (IM) + (RM)
Wealth Management (WM) = Advanced Planning (AP) + Investment Management (IM) + Relationship Management (RM)
Advanced Planning (AP)
Wealth Enhancement/Tax Strategy
+
Charitable Giving/Wealth Sharing
+
Wealth Protection
(Protect against litigation/Theft)
+
Wealth Transfer
(Maximizing Wealth/Estate Planning)
Investment Management (IM)
Personal Needs Assessment
+
Portfolio Analysis
+
Customized Investment Strategies
+
Monitor & Balance
Relationship Management (RM)
Client Experience
+
Relationships with Client’s other Professionals
Our consultative Kinetic Wealth Process starts with a plan to identify where you are now, where you want to go, and closes the gaps for getting there
Create an Informed Financial Future
- Book a Consultation
- Create a Kinetic Wealth Plan
- Implement your plan, enjoy your life!