Roadmap
Our Roadmap pathway offers you a self-guided journey to financial success. We get to know every detail about your situation, priorities, and goals, and develop a comprehensive plan to provide you the greatest opportunity for success. We outline specific activities and a recommended timeline. Once the plan is finalized, you implement the plan independently and/or with the service providers of your choice. Key elements of the Roadmap pathway include:
Developing a personal balance sheet to help you fully visualize your assets, liabilities, and net worth;
Identifying goals such as college funding, a wedding, a second home, or a memorable vacation and creating a plan to achieve them;
Determining your retirement aspirations - when you hope to retire and how you would like to spend those years - and ensuring that your plan supports that vision;
Reviewing current investments to determine the degree of risk and expected return in support of your objectives and recommending adjustments;
Evaluating your options under your employer benefit plans to ensure you are maximizing the benefits you can receive;
Analyzing potential barriers such as risk, taxes, debt, and cash flow issues and developing strategies to better align these elements with your aspirations; and
Considering any goals that extend beyond your own lifetime and mapping out the potential flow of your remaining assets to heirs or beloved charities.
We will provide you with a detailed, understandable analysis of all of the areas that are relevant to you and outline the steps you’ll need to take to achieve your goals.
Fees
Roadmap fees start at $2,250, depending on the complexity of your situation and needs. Fees for your specific Roadmap will be provided in a proposal following our initial Discovery meeting.
At WorthWise, we don’t receive any compensation from selling you products or investments. Your service fee is our only compensation. We act as your fiduciary, with your best interests and financial success as our only priority.