A financial plan needs to be tailored to your individual needs.
If you’re wondering where to start and how to build your personalized plan, Robert Curtiss’ wealth management pyramid approach could provide you with the guidance you need.
In this episode, Robert reveals how he has helped his clients navigate the different stages of their wealth management from the principles of creating a financial plan to the benefits of wealth counseling. Robert highlights how each step of the wealth management pyramid contributes to the development of your overall plan.
- The building blocks of the wealth management pyramid
- The holistic approach of SEIA’s wealth management process
- Reasons why family involvement is crucial when creating a financial plan
- The benefits of wealth counseling
- And more!