Renovation

Already starting with good bones? We'll assess the framework and renovate/add-on to your existing plan.

STEP 01.

Assess the Framework

Much like assessing the framework during a home remodel, this phase focuses on evaluating and enhancing your existing financial plan, inspecting to see if it fully supports your current and future needs. We take a close look at your financial structure, reassess your aspirations, and identify areas that need renovations or add ons.

STEP 02.

Redesign the Blueprint

During a financial remodel, redesigning your financial blueprint may be essential to align with your changing goals, priorities, and circumstances. Just as a home remodel requires rethinking the layout to better suit your lifestyle, this process involves reevaluating your current financial structure to help ensure it still meets your needs. We revisit your aspirations—whether it’s shifting focus to new investment opportunities, adjusting for unexpected life events, or strengthening your wealth-building strategies—and refine your plan to reflect those changes. By redesigning your financial blueprint, we help provide confidence that every element of your plan works seamlessly together, supporting your vision for the future while seeking to maximize the resources you’ve already built.

STEP 03.

Renovate & Add-On

Not every financial remodel requires a complete redesign—sometimes, the existing blueprint is solid, and all that’s needed is a thoughtful renovation or a strategic addition. Just as a well-designed home might only need an extra room or upgraded features to better suit its owner’s lifestyle, your financial plan might simply need a few enhancements. This could involve adding new investment strategies, updating your risk management approach, or fine-tuning your cash flow systems to align with your evolving goals. By building onto your existing framework, we help to ensure your financial plan continues to grow with you, enhancing its functionality while preserving the strong foundation you’ve already established.

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 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!