The Power of Implementation
Put Your Roadmap to Work
The Power of Implementation
Put Your Roadmap to Work
Put Your Roadmap to Work
Getting a financial plan is a good first step.
But for it to work, it needs to be implemented.
Financial planning requires ACTION over TIME. It is not a one and done activity. Failure to put a financial plan in motion is one of the number one reasons financial planning fails or falls short of the goals of the household.
The Benefits of Our Ongoing Advisory Service
Accountability Calls THroughout the Year
Annual ROADMAP Renovation Plan
Exit & Wealth
Management Plan
Accountability Calls with Your EFA Advisor Throughout the Year:
The Importance of Staying Connected to Your Advisor
Progress can stall without an advisor. When it comes to financial certainty, having an advisor in constant contact with you is paramount to your financial success. Circumstances and goals can change over time and so can opportunities. That’s why we offer an ongoing advisory service for clients who want to implement their plan and receive ongoing guidance from their advisor so they stay on track with their plan.
Regularly scheduled calls with your advisor throughout the year to work on:
- Setting up accounts per plan recommendations
- Reallocating investments per risk tolerance
- Setting wealth storage account
- ROADMAP financial programs and checklists
- Key financial metrics & analytics
- Wealth building strategies
- Transition Strategies
- Practice Income Targets
- Access to eMoney for account aggregation
- Dedicated website for educational materials
The Annual Roadmap Renovation Plan:
The Key to Your Financial Success
Your financial plan needs to be refreshed periodically to align with your current financial scene. You and your advisor will do quite a bit of work over a year and you will want to see your progress and know where you are in relation to your financial goals. This is the purpose of our Annual Roadmap Renovation plan.
Here’s a summary of what we update:
- Household goals
- Financial analytics and metrics
- Future income analysis
- Debt elimination program
- Tax optimization plan
- Income & retirement assets & plan
- Exit Strategy Solutions Report
- Asset Protection Review
- Estate plan beneficiaries
- Review of need for advanced strategies
- Periodic re-appraisal of your practice
- Action plans to keep you on track
The Annual Roadmap Renovation Plan:
The Key to Your Financial Success
Your financial plan needs to be refreshed periodically to align with your current financial scene. You and your advisor will do quite a bit of work over a year and you will want to see your progress and know where you are in relation to your financial goals. This is the purpose of our Annual Roadmap Renovation plan.
Here’s a summary of what we update:
- Household goals
- Financial analytics and metrics
- Future income analysis
- Debt elimination program
- Tax optimization plan
- Income & retirement assets & plan
- Exit Strategy Solutions Report
- Asset Protection Review
- Estate plan beneficiaries
- Review of need for advanced strategies
- Periodic re-appraisal of your practice
- Action plans to keep you on track
Exit Your Practice with Ease:
The Econologics Exit & Wealth Management Plan
Every practice owner will eventually transition out of their practice. A good financial planning process includes the ability to pivot to exit planning when that time comes. The actual sales transaction itself is an involved process with many steps and considerations, such as pricing and financing terms, non-compete agreements and taxation to name a few. Our Econologics Exit & Wealth Management Plan is geared specifically for a client who is actively pursuing the sale of their practice.
The 4 key areas we address in this plan are:
Financial Analysis
Make sure you understand the true value of the practice cashflow to your household and ensure you have enough income, assets, and resources to live your ideal life.
Wealth Management & Asset Protection
Your post sale investment strategy must focus on wealth preservation. Build an investment strategy that allows you to protect what you have created while providing more than you need to live.
Post-Sale Planning
Your life will look completely different after the sale. Make sure you map out your new life and your new purpose.
Strategic Planning Checklist
Take the guesswork out of Exiting with checklist designed to make sure you don’t miss anything.
Exit Your Practice with Ease:
The Econologics Exit & Wealth Management Plan
Every practice owner will eventually transition out of their practice. A good financial planning process includes the ability to pivot to exit planning when that time comes. The actual sales transaction itself is an involved process with many steps and considerations, such as pricing and financing terms, non-compete agreements and taxation to name a few. Our Econologics Exit & Wealth Management Plan is geared specifically for a client who is actively pursuing the sale of their practice.
The 4 key areas we address in this plan are:
Financial Analysis
Make sure you understand the true value of the practice cashflow to your household and ensure you have enough income, assets, and resources to live your ideal life.
Wealth Management & Asset Protection
Your post sale investment strategy must focus on wealth preservation. Build an investment strategy that allows you to protect what you have created while providing more than you need to live.
Post-Sale Planning
Your life will look completely different after the sale. Make sure you map out your new life and your new purpose.
Strategic Planning Checklist
Take the guesswork out of Exiting with checklist designed to make sure you don’t miss anything.
The Annual Roadmap Renovation Plan:
The Key to Your Financial Success
Your financial plan needs to be refreshed periodically to align with your current financial scene. You and your advisor will do quite a bit of work over a year and you will want to see your progress and know where you are in relation to your financial goals. This is the purpose of our Annual Roadmap Renovation plan.
Here’s a summary of what we update:
- Household goals
- Financial analytics and metrics
- Future income analysis
- Debt elimination program
- Tax optimization plan
- Income & retirement assets & plan
- Exit Strategy Solutions Report
- Asset Protection Review
- Estate plan beneficiaries
- Review of need for advanced strategies
- Periodic re-appraisal of your practice
- Action plans to keep you on track
The Benefits of Our Ongoing Advisory Service
Accountability calls with your EFA advisor throughout the year:
The Importance of Staying Connected to Your Advisor
Progress can stall without an advisor. When it comes to financial certainty, having an advisor in constant contact with you is paramount to your sucess. Your advisor’s job to relentlessly help you blast through the resistance and keep your attention on acheving your financial goals.
Regularly scheduled calls with your advisor throughout the year to work on:
- Setting up accounts per plan recommendations
- Reallocating investments per risk tolerance
- Setting wealth storage account
- ROADMAP financial programs and checklists
- Key financial metrics & analytics
- Wealth building strategies
- Transition Strategies
- Practice Income Targets
- Access to eMoney for account aggregation
- Dedicated website for educational materials
The Benefits of Our Ongoing Advisory Service
Accountability calls with your EFA advisor throughout the year to work on:
- Setting up accounts per plan recommendations
- Reallocating investments per risk tolerance
- Setting wealth storage account
- ROADMAP financial programs and checklists
- Key financial metrics & analytics
- Wealth building strategies
- Transition Strategies
- Practice Income Targets
- Access to eMoney for account aggregation
- Dedicated website for educational materials
Annual ROADMAP Renovation Plan
Exit & Wealth Management Plan for when you decide to sell
The Importance of Staying Connected to Your Advisor
The Annual Roadmap Renovation Plan:
The Key to Your Financial Success
Your financial plan needs to be refreshed periodically to align with your current financial scene. You and your advisor will do quite a bit of work over a year and you will want to see your progress and know where you are in relation to your financial goals. This is the purpose of our Annual Roadmap Renovation plan.
Here’s a summary of what we update:
- Household goals
- Financial analytics and metrics
- Future income analysis
- Debt elimination program
- Tax optimization plan
- Income & retirement assets & plan
- Exit Strategy Solutions Report
- Asset Protection Review
- Estate plan beneficiaries
- Review of need for advanced strategies
- Periodic re-appraisal of your practice
- Action plans to keep you on track
Exit Your Practice with Ease:
The Econologics Exit & Wealth Management Plan
Every practice owner will eventually transition out of their practice. A good financial planning process includes the ability to pivot to exit planning when that time comes. The actual sales transaction itself is an involved process with many steps and considerations, such as pricing and financing terms, non-compete agreements and taxation to name a few. Our Econologics Exit & Wealth Management Plan is geared specifically for a client who is actively pursuing the sale of their practice.
The 4 key areas we address in this plan are:
Financial Analysis
Make sure you understand the true value of the practice cashflow to your household and ensure you have enough income, assets, and resources to live your ideal life.
Wealth Management & Asset Protection
Your post sale investment strategy must focus on wealth preservation. Build an investment strategy that allows you to protect what you have created while providing more than you need to live.
Post-Sale Planning
Your life will look completely different after the sale. Make sure you map out your new life and your new purpose.
Strategic Planning Checklist
Take the guesswork out of Exiting with checklist designed to make sure you don’t miss anything.