At SWS we are not just looking at you and your situation as separate pieces. For example, in traditional planning and investing, one expert may do the investing and another expert may do the planning and no one is looking at the behavioral emotional side of your money/planning/investing tendencies. At SWS, we look at the person or couple as a whole. The coaching naturally leads to the planning, which naturally leads to the investing. There is an expert looking at how all the pieces integrate beautifully together!

It is our firm belief that this holistic financial planning and investing approach will increase the chances for a successful outcome. A definition of Success that you define, and we help you achieve. We can see the practical pieces that may lead to a successful financial outcome, but your definition and vision is what gives it the life and flow and its purpose!

At Successful Wealth^® Strategies, LLC we believe that having a Financial Plan in place is paramount to any Financial Strategy. It helps to create the foundation of how you save and spend your money. It is the “Why” behind your financial decisions.

The Successful Wealth^® Map is designed for those that want to take the guesswork out of their financial decisions. We work with a myriad of financial assumptions and the essential part to our planning process is that it is not static. It is ever evolving and the reason we have continual planning meetings at least annually. Things come up and changes may need to be made, but your plan is in place and we can create various “What-If’s” if you decide to change something or the assumptions used change.

The Successful Wealth^® Map is a great fit if you:

• Want to know if your money will last you through retirement.
• If what you have saved will be enough to allow you to enjoy and get through retirement.
• If you want to leave a legacy and how that would impact your current and retirement lifestyle.
• You want to create a strategy that allows you to express your purpose/change careers and know that your needs will still be met. You want to know that you are still on track to meet the rest of your goals.
• You are in the midst of a life transition. For example, divorce, death or retirement and want to know what your life will look like now and in the future – “Will I have enough?”

There are many possible reasons on why you will want to create your Successful Wealth^® Map. Please reach out for a complimentary consultation if you would like to discuss what those reasons may be and if the Successful Wealth^® Map and our Financial Planning Process is right for you!

SWS gets paid fees for planning services that can be paid hourly, monthly, quarterly, semiannually or annually. Whatever is easiest for you. At certain asset minimums the planning is included. 

We are happy to go over our fee schedule with you at any time as we pride ourselves on fee transparency. It is important to know what you are paying and why you are paying it! Please reach out for a complimentary consultation if you would like to learn more.

After the coaching (and sometimes we can do both concurrently. It depends on your unique situation), we fill out the appropriate forms for you to become a planning client. You will receive questionnaires and a To Do and Gather Document to guide you on your way as you gather all the important documents for us to craft your unique holistic plan.  After we get everything back from you, we will create a plan and then set up a planning meeting.

If someone needs a little more assistance to gather everything, we have created a concierge data gathering service where we will come to your home and assist you in getting everything needed for your Successful Wealth^® Map!

Everyone’s needs, situation and strengths and weaknesses are different. At SWS we are very aware of that and work with you to create the most successful path on your financial journey.

It is important to make sure that our goals and energy are mutually aligned. We want to see your relationship with money transform and blossom. We want to help you feel empowered with your finances. If you are ready to embark on a relationship with a financial professional like none you have ever experienced before and if you are ready to ask yourself some deep questions and to really take a path toward creating financial clarity, then reach out for a complimentary consultation to find out if we are indeed a great fit! 

Yes! If you are ready to do the coaching piece and move into the planning, that is a perfect flow to the process.

The Successful Wealth^® Map is perfect for those without investable assets who:

• Are starting out and want to create a plan to map out their future and begin investing now or in the future.
• Has income producing property and unsure how their future income needs will be met if they sell the property.
• Has employee sponsored benefit plans but no additional outside investable assets.
• Has a current investment advisor who doesn’t do full financial planning.
• Has business assets and wonders what your future will look like when you sell them and retire.

If you have a unique situation or one that is not mentioned above and want to see if the Successful Wealth^® Map would be a good fit for you, please reach out for a complimentary consultation to find out!

You can expect a heart-centered, holistic financial planning experience where we work as a team. We thrive on open communication and value authentic connection and that is for us the foundation of our company. You can expect to be treated with kindness, love and compassion as we go through the financial planning process. Our holistic approach is paramount and fundamental to all that SWS stands for!

• Investments Selection & Management
• Budgeting
• Tax Management
• Insurance Needs
• Retirement Planning
• Education Planning
• Estate Planning

Please see the definition of Certified Money Coach, CMC^® on the Money Coaching Page.