intelligent wealth map™

intelligent wealth map™ from Kennedy Black Wealth Management

By: Kennedy Black Wealth Management  08/05/2013
Keywords: financial advice, wealth management, Financial advisers

The intelligent wealth map™ is a seven-step process that culminates in your own, bespoke, written, comprehensive financial plan. It includes a thorough financial health-check covering all aspects of your personal wealth, both current and future. We aim to understand everything about you, your family, your aims in life and your concerns. The process includes an interactive face-to-face meeting at our office where we will visually map out your lifetime cashflow, allowing us to compare various possible scenarios and quantify (and then make) some of the most important decisions in life e.g. retirement, school fees, house purchase. We can help answer key questions such as: “How much money do I need to achieve financial independence?*” “How do I ensure that I don’t run out of money?” “How can I create the most effective legacy for my loved ones?” “When can I take a step back and start doing the things I want to do?” “What happens if I sell my business?” In short, we will help you get on top of your finances - permanently - and set you on a sustainable path towards (or into) retirement.

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