WealthWATCHSM Process

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.

Discovery & Goal Setting
Gather data. Discuss goals.
Establish risk-reward profile.
Real Time Analysis
Analyze investments, insurances, taxes
and legal documents.
Gap Identification
Identify gaps and obstacles in current
Financial plan.
Solution Review
Present and discuss alternatives.
Priority action plan created.
Program Implementation
LFG executes all wealth management
Wealth Watch Plan
Executed custom plan presented in user
friendly format.
Document Organization
Final documents organized, reviewed
and delivered.
Performance Monitoring
Continuous LFG professional monitoring
and communication.
Regular Reviews
Annual reviews, more frequently if needed.
All relevant family members present.



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Nominees in the Top 100 Magazine selections are not required to pay a fee for consideration. Individuals appearing in half and full page editorials, have paid a fee for additional exposure. Candidates for consideration are selected utilizing proprietary software. Top 100 Magazine analyzes the results before making their final selections. Financial Professionals and/or wealth managers must also met the following criteria; 1. Be registered with the SEC as a registered investment advisor or a registered investment advisor representative; 2. Have no more than 1 filed complaint with a regulatory agency; 3.Never been convicted of a felony. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the Financial Professional by any client nor are they representative of any one client's evaluation. Lineweaver Financial Group appeared in Money magazine in 2015, Fortune Magazine in 2016, WTAM 1100 in 2018, Forbes in 2020, Channel 5 in 2020, and Top 100 in Finance in 2023.

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