Wealth Builder Program

The Modernize Wealth Builder Program is a fresh take on investment planning and advice that can fit nearly anyone at any stage of their life. Access to qualified planning advice should be accessible for everyone regardless of the stage of life or the amount of wealth you have today.

A good plan with consistent advice and communication will be the best foundation to help you reach your goals. Once you feel it’s time to take your plan to the next level of management, we are here for you and ready to help.

To give you the right support to fit your needs, we’ve created several Wealth Builder Programs to fit all of life’s situations. Simply click below to request information about how we can best support you.

Determine the “Why” behind your plan

Determine your financial decision making behaviors

Set specific short term and long term financial goals with action steps

Create a working monthly budget

Working to create accountability measures
Determine the proper amount to have in an emergency fund
Introduce you to your budgeting tool and personal financial website

Debt reduction education and best practices

Investment basics

Risk Tolerance
Savings and investment plan
401k/403(b) contributions
Behavioral finance and investments education
Retirement accounts investment selection

Employee benefit review

Stock options
Insurance

Estate Planning review and coordination

Insurance Consultation

Long term care
Life Insurance

Monthly 30 minute coaching call

Let's Talk

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