At TSG Wealth Management we recognize the human side of financial advising and thus we believe that our financial reviews are much more personal and go far beyond the normal investment planning process.
What is Life Planning?
From our experience, many wealth management companies often solely focus on the financial side of planning your retirement and financial strategy. By engaging in a comprehensive Life Planning process we strive to incorporate the human components of your life and relate them to your investment plan.
During our client review and discovery process we strive to take extra care in our efforts to get to know you on a human level. Our process is aimed to dig deep and reflect on what it is you wish to achieve in this life. Armed with the complete picture we believe we are able to better understand your goals and create a comprehensive plan that is tailored specifically to you.
Reflecting on Your Life
How would you live your life differently if you were given only 5-10 years to live?
What regrets would you have if your doctor gave you 24 hours to live?
These are very powerful questions that require you to reflect and truly examine what is of most importance in your life. At TSG Wealth Management, we strive to inspire and empower our clients to pursue their dreams, resolve their hurdles, establish a personalized investment plan and achieve their goals. And, of course, we are here at every step of the way to provide a road map on your journey through life.
Our Life Planning Process
Introduction
This is where it all begins. The start of the next phase of your life. A place where we begin the discussion and take the first step towards the life you've always dreamed of living. We can't wait to meet you and get started!
Discovery
This is often the hard part for many people. The time you take to reflect, discover and examine your dreams and goals for your life and the lives of your family. In an ideal world, what does your life look like to you?
The Plan
Once we know exactly what you want, we lay out a personalized plan to help get you there. We develop a financial and personal road map to help get you your dream life. This is the TSG Wealth Management difference.
Implement
Time for action! Together we will build the future you've envisioned. We're honored that you've entrusted us to work with you and we are thrilled to help you reach your goals and dreams.
