Omega Wealth Management

Clients

The Life + Wealth Integrator™

Centered Around You

An Experience

The Life + Wealth Integrator™ is a multi-meeting experience centered around you

1

Phase I

We begin by taking the time to understand your communication preferences, your approach to decision-making and how best to deliver information to you.

2

Phase II

As we enter the Vision phase, we are pulling together your ideal vision for the future into a cohesive statement that becomes the cornerstone of your entire plan.

3

Phase III

From there, we brainstorm any obstacles that could get in the way and come up with solutions to overcome the obstacles.

4

Phase IV

We complete our initial work together by presenting you with a written, comprehensive and holistic plan that reviews all the areas of your financial life: cashflow, taxes, retirement, investment, insurance, college education and estate planning.*

5

Phase V

But that’s not where it ends since the plan is only as good as the implementation. We work with you to complete the recommended action steps, build a portfolio that supports the plan, and hire other professionals as needed*.

Once we’ve completed the initial planning process with you, we’ll be meeting with you at least twice a year to check in on your annual goals, review the portfolio and address any obstacles or new planning opportunities that come up, while also looking ahead “two mountaintops” out for what’s coming in your future.

*Omega does not prepare tax returns nor do they draft estate planning documents or sell insurance.  Omega will refer you to a professional who can assist with the implementation of these strategies, and coordinate with those professionals to help create the best strategy for you.

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