Custom Build

Let’s pour the foundation. We’ll partner with you to build your financial future from the ground up.

STEP 01.

Craft Your Personally Tailored Blueprint

Much like the architectural blueprint that shapes a home, this phase is where we meticulously design the foundation of your financial journey. We delve into your financial background, uncover your aspirations, and define the goals that will guide our path forward. Whether it's pursuing a dream retirement, acquiring a vacation home, or creating a lasting legacy, your goals shape your financial journey. This blueprint gives direction to your resources and investments, helping to ensure every step is aligned with the life you’re designing.

STEP 02.

Build your Wealth Haus

LAY THE FOUNDATION

Prudent risk management planning, removing the risk of an unexpected death or disruption of cash flow due to a disability with thoughtful and intentional life insurance and disability insurance strategies form the foundation of a financial plan. Paired with a healthy emergency fund, this foundational layer will instill confidence, providing the assurance and tranquility that, regardless of life’s uncertainties, your lifestyle remains firmly preserved. This is the unseen infrastructure beneath your financial estate—robust, unwavering, and designed to endure, helping to ensure lasting stability through life’s inevitable challenges.

BUILD THE FRAMEWORK

Your investment portfolio serves as the framework of your financial plan, providing the essential structure that supports your wealth-building journey. Just as the framing of a home must be sturdy to bear its weight, your portfolio should be carefully diversified and balanced to not only uphold your financial objectives but also endure the inevitable fluctuations of the market.

Disclaimer: There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

SYSTEMS

Through the strategic optimization of cash flow and tax planning, you help to ensure your wealth is better positioned, akin to the electrical system that keeps a residence operating at peak efficiency. Furthermore, long-term care planning and estate planning function as a confidence system - safeguarding your financial confidence, preserving and safeguarding your legacy for future generations.

STEP 03.

The Final Walk-Through

Much like the final walk-through of a new home, this step gives confidence that every element of your financial plan is meticulously in step with the original blueprint. We review all aspects of the plan to ensure everything is functioning as it should—confirming that the strategy, investments, and safeguards are set to work in harmony toward your goals. This final check helps to verify that no detail has been overlooked, and that your final product is in step with the blueprint.

STEP 04.

Ongoing Maintenance

Just as changing your HVAC filter or winterizing your home is essential for preserving the integrity of your home, it is crucial to conduct periodic reviews of your financial plan. We will meet bi-annually to assess any shifts in income, family dynamics, or market conditions, making necessary adjustments to your investments and evaluating overall performance. Additionally, we will help to ensure that your evolving goals are reflected in your strategy, keeping your plan aligned with your current and future aspirations.

Interested in partnering with Wealth Haus?

Reach out to our team to begin crafting your financial blueprint today!