Scope of Engagement
In today’s complex financial world, you need a financial advocate who will help guide you on your financial journey. As your financial advocate, we will provide the following services:
Help you clarify your personal and business objectives
Create a goal-oriented roadmap
Give you pertinent reminders
Bring organization to your financial world
Coach you to success in an action-oriented manner
Help you stay your course
Developing strong, long-term relationships with our clients, their families, businesses, and their other trusted advisors is our primary focus. Our goal is to provide strategies and solutions that are custom designed based on your specific needs. We promise to approach each engagement with the highest level of integrity.
Below is an overview of the services that can be offered based on the complexity of your financial situation, and the level of planning you desire us to execute on your behalf. Fees associated with this planning will be discussed before any work is done.
Review & Summarize
Current and projected assets and liabilities
Retirement planning analysis
Insurance analysis
Cash flow analysis
Investment policy analysis
Financial documents for your estate plan, financial accounts, real estate, insurance, and personal property
Review and Confirm Objectives
Review asset overview and document summary with your legal and accounting team
Coordinate client and adviser review meetings
Coordinate design of an estate plan that meets your objectives
Financial and Estate Plan Includes
Planning Recommendations
Portfolio and Asset Allocation Analysis
Estate Plan Overview
Document Summary
Asset Summary
Asset Protection Considerations and Plan
Insurance Analysis
Coordination of meetings with you and any other trusted advisors
Implementation of Desired Plan
Coordination of planning recommendations you decide to take any action on
Reveal Welath Managment Portal
Our “Wealth Management Portal” provides a gateway to your entire financial picture. Information is password protected in a secure, encrypted, personal website accessible only by you and your financial team. The portal allows the client to view and access:
Financial accounts
Insurance coverage
Tax and legal documents
Specific goals
We can collaborate on your financial goals, monitor your progress and provide recommendations.
Review of current assets and objectives as needed
Review and update of asset changes including changes to your balance sheet and investment summary
Review and update of asset changes including changes to your balance sheet and investment summary
We will be the “Quarterback” of your financial team
Prepare, review, and distribute to all parties involved the financial plan overview booklet to include:
Objective
Asset Overview
Document Matrix
Document Summary
Annual Timeline
Estate Plan Overview
Insurance Summary
Glossary of Terms
Reveal Wealth, LLC as well as employees and affiliates do not provide tax, legal, or accounting advice. For advice on such matters, please consult your own professional counsel.
Reveal Wealth is a Holistic Wealth Management firm proudly licensed to serve clients nationwide. To see all the states where we're currently licensed, click here.
Get In Touch
7101 Riverwood Drive, Suite 101
Columbia, MD 21046
Monday-Friday 8:00-5:00 & by appointment