9-Step WealthWATCH Process for Financial Planning
The Lineweaver WealthWatch process helps us develop the proper plan for your given life stage, and current and future financial needs. Our process also incorporates other important considerations such as risk tolerance, time horizons, changing family dynamics, career intentions, and more.
Gather data. Discuss goals.
Establish risk-reward profile.
Analyze investments, insurances, taxes
and legal documents.
Identify gaps and obstacles in current
Present and discuss alternatives.
Priority action plan created.
LFG executes all wealth management
Executed custom plan presented in user
Final documents organized, reviewed
Continuous LFG professional monitoring
Annual reviews, more frequently if needed.
All relevant family members present.