Wealth Design/Build Process™ - Sound Financial Group

THE PHILOSOPHY &
INTRODUCTION CONVERSATION

Ordinary thinking about money is unlikely to produce extraordinary success. We would like to offer a new way of relating to your current financial decisions and introduce a valuable conversation between you and your Advisor.

PROTECTION FIRST

Looking at your financial life as a voyage, it is important to set sail for your destination but that’s not all it takes to arrive there safely. You also have to avoid the rocks and protect yourself in stormy seas. There are many unforeseen circumstances in life. We help protect you from the economic impact of those events so you keep the wealth you are building.

LESS RISK, HIGHER RETURNS

“Only high risk brings high return.” We hear this saying so often we believe it’s always true but it’s not. Through appropriate allocation of both assets and knowledge, we can help reduce your risk while continuing to grow your capital.

KEEPING CONTROL OF YOUR MONEY

You don’t have to choose between investing your money outside of your control and maintaining control over it yourself. You will have all the power, information and access needed to make informed financial decisions while also having a team of dedicated Advisors there to guide you. We help you maximize the growth of your money while you maintain control.

WHAT ARE YOUR CONCERNS AS WE BUILD A RELATIONSHIP?

What does money mean to you?
What do you worry about at night?
How do you define success?

We all hold deep beliefs about money and our process will help you uncover yours.

THE VISION CLARIFIER

Before reviewing your financial statement, we want to understand your life. Your money isn’t just a figure on a bank statement; it’s the platform from which you create your lifestyle. Most people have not yet cast a clear vision for how they would like the future to turn out for themselves and their families. In this meeting, we’ll assist you in clarifying where you are today and where you dream of being in the future.

The first half of this meeting we’ll help you create a clear description and image of the future you desire. Since achieving goals requires focus, diligence, desire and commitment, your vision must be a goal that you truly believe is worth reaching.

This vision will become your personal compass, a directional indicator guiding you to closely align the choices you make with your goals. Once those goals are set, we help you chart a life course that will be effective, secure and also inspiring.

If someone called you to get directions, the first question you would ask them is, “Where are you right now?” During the second half of this meeting we gather all the information required to establish your current financial position, including bank statements, credit cards, insurance, and investment statements. We use this data to develop strategies that are in alignment with your long-term vision.

Every journey has a beginning and clarifying your financial vision is the beginning of your journey toward achieving it.

THE FISCAL FOUNDATION

For thousands of years those who have built up assets have taken measures to protect them. In the past this would appear in the form of walls, moats, or armies. If you were not protecting yourself it would have been obvious to you ... and also to those wanting to take your wealth from you.

Today, wealth may be reduced by circumstances. It can also be withered away through the gravity of eroding economic factors. Despite the profound importance of this part of your financial picture, it is often overlooked or not visited regularly enough for you to make effective choices.

In this meeting we will look at how you have protected yourself and your family against the financial losses due to:

Death
Sickness
Disability
Lawsuit
Market Risk
Increasing Taxes
Long-Term Care

The strength of your foundation will determine the stability of everything built from here forward. In our experience, if you do not look at these issues “up front” you might never address them. We have also observed an interesting phenomenon: when this component of your financial life is in place, new possibilities for growth and expansion of wealth open up.

THE ALIGNMENT NAVIGATOR

Imagine if you were in a boat race and sailed off in one direction without knowing if you were heading toward or away from the finish line. It’s hard to reach your destination if you don’t aim for it.

People often purchase financial products in a random manner without making an assessment as to how those products affect their bigger financial goals. If they haven’t aligned their decisions with those goals their chances of succeeding are slim.

Wealth Design Process™ process provides a simple and effective system for understanding how each decision affects the other and how your cumulative decisions become your life. Once you understand these relationships you are no longer setting sail aimlessly. Achieving the future you want becomes a matter of making decisions that most closely align with your goals.

Earlier we created your vision. In this part of our process we ensure your current and future strategies are consistent with that vision.Our team navigates you through the doldrums and into swift water by providing the tools, systems and information you’ll need to make goal-supporting choices every day.

YOUR IDEAL ALIGNMENT NAVIGATOR WILL:

Build Maximum Wealth (without being “risk based”)
Give you the ability to spend and enjoy your wealth, without running out
If you wish, allow you to enjoy the maximum, and pass on wealth
Help you be successful under the greatest variety of circumstances
Put you in alignment with your vision for the future

This meeting is repeated, if needed, comparing and contrasting potential strategies until you find those that you are comfortable implementing.

THE IMPLEMENTATION STRATEGIES

Lack of action is the main reason most people fail to reach their goals. We buy motivational CDs and attend seminars that leave us temporarily excited, but soon we return to our usual routines.

Those of us who benefit most immediately have a plan of action. In the first half of this meeting, your vision and strategies will be turned into a concrete and workable plan of action that aligns with your goals and fits into your lifestyle. This is the time to implement the financial products and decision making strategies that together we’ve determined will maximize your present position and set you on a course to achieve your vision.

During the second half of this meeting you will be introduced to your Personal Aggregation Platform. Our web-based financial management system provides you with a highly secure easy to use daily update of your complete financial picture, and offers a secure online “vault” for storing copies of your most important documents and files, including contracts, insurance papers, wills and more. Using this system, you have full control over your finances 24/7. You also have the luxury of knowing an experienced team of professionals are available to you at a moment’s notice.

You can leave this meeting feeling more secure and confident, understanding that you can now spend your time doing what you do best and enjoy most. Strategies are now in place to build your wealth, protect your future and care for your Legacy of Significance™.

THE RELATIONSHIP EXPANDER

The Legacy of Significance™ Process has now given you the powerful tools you need to change your financial future. Let’s face it; we live day to day in a world where money decisions are typically made by following a fad, through advice from a TV show or on a whim. If people talk about money at all, the conversation is most often about the lack of money, the dismal prospects for the economy or similar dis-empowering dialogue.

It’s easy to subconsciously adopt limiting thinking and negative financial habits when we’re constantly exposed to them. Conversely, habits and thoughts can change quickly when we’re involved in a dialogue that supports the achievement of our goals.

During the Legacy of Significance™ Process we have engaged in a powerful conversation that has already begun to change your beliefs about money and your vision of the future.

The final key to keeping wind in the sails of that positive momentum is to expand this conversation to include others in your family and social network.

By sharing this powerful process you will not only open the door for those you care about to achieve greater financial success, research shows you’ll accelerate your own wealth building journey. This step has proven to make a profound difference between individuals who stick with their goals and those who don’t.

Athletes, psychologists, authors, motivators and millionaires recommend that to get where you want to go, surround yourself with people who are going in the same direction. Build your network of friends engaged in this wealth building conversation and you will stick with your plan and attract the goals you set.

If you feel this process has been beneficial to you and that you’re better positioned to grow wealth than before, it would be a pleasure for us to present this same process to friends and family you feel would benefit and would continue this conversation with you. We look forward to the opportunity to expand your circle of empowerment.

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PHILOSOPHY & INTRODUCTION CONVERSATION

THE VISION CLARIFIER

THE FISCAL FOUNDATION

THE ALIGNMENT NAVIGATOR

THE IMPLEMENTATION STRATEGIES

THE RELATIONSHIP EXPANDER