The ModernPro Flow
Fluid Investment Management
Why do we call the second phase of our client relationships, the ModernPro Flow? Because investment management strategies – a key factor for most clients – should be fluid, adjustable, and constantly evolving.
Dynamic Portfolio Management
After your tailored financial plan is created during the ModernPro Foundation process, and all your transferable assets have moved over to Modernize Wealth, we create customized investment portfolios.
Our approach to building your portfolios is multi-faceted. We incorporate your time horizon and objectives. We determine your risk tolerance. We develop a savings plan, and we build structured, tailored portfolios designed to address your medium- and long-term financial and lifestyle goals.
Evaluation of Investment Performance
Our team then actively monitors, manages, and adjusts the flow of your investment portfolios, continuously evaluating ideas that will help keep you working toward your goals. When inside or outside influences warrant adjustments, a flow can be regulated, a course can be changed. Our approach has to be fluid.
Factoring Risk
Do you go with the flow to see where it takes you? Or do you prefer to stay in calmer waters? Every individual, every family, is unique. Our risk tolerance software allows us to identify your personal comfort level with risk, assign a value to it, and structure your investments accordingly. Your risk tolerance is evaluated annually for changes; we want you to work toward your goals but remain within your risk tolerance level.
Goals Change
Investment portfolio management must be adaptable to changing goals. Life gets in the way – sometimes for the better, sometimes for the worse – and goals may change.
We bring in different strategies at various points to reflect accumulation periods and distribution periods on your journey through life.
Structured Design
Each carefully constructed strategy is designed to help you prosper in rough waters and maximize opportunities when the sailing is smooth. We structure your investment portfolios to take advantage of unique opportunities that can help you to pursue your goals and needs, including:
Tax-advantaged Investing
Enhanced Income Strategies
Business Retirement Plans
While we emphasize growing your wealth, we actively manage risks to your portfolio. Our hedging strategies are designed to take advantage of wealth enhancing opportunities, regardless of market and broader economic conditions.
Investment Management Based on Communication
Many wealth management firms are happy with one meeting per year to see if their client’s plan is “flowing” well. That doesn’t work for us; we don’t just go with the flow.
ModernPro Flow is an ongoing commitment to help you remain on course as you pursue your financial and lifestyle goals. We will work closely with you, navigating issues and providing solutions for the multi-dimensional aspects of your financial affairs, including the family business if you have one. This usually translates into two meetings a year, or even three meetings if we are involved in your tax planning with your CPA.
The ModernPro Flow Process Includes
& Tracking
Monitoring (things change)
Tax Strategy Implementation
(current & future)
Cash Flow Review & Advice
Risk & Insurance Needs Implementation
Funding Tracking
The ModernPro Foundation Package Includes
Evolution of What-If Scenarios
Complete Review of Social Security & Medicare
Distribution Strategies Implementation & Timeline Monitoring
Time Horizon &
Probability of Success
of Beneficiaries
Asset Allocation Review
Investment Selection Evaluation
Investment Strategies
The ModernPro Foundation Package Includes
Review & Design
Planning Strategies
Business Buy/Sell Agreements
Flow Management
Review
Annual CPA Meeting
THE MODERNPRO FLOW
Let’s Build a Foundation First
The first step to working with Modernize Wealth is to complete the ModernPro Intro. Once we receive your submission, we will reach out to schedule a complimentary introductory meeting to discuss our ModernPro Approach to wealth management.
Questions? Contact Modernize Wealth
Choosing a wealth management partner is a big decision, so if you have questions, we would love to hear from you - please email hello@stg-modernizewealth-dev.kinsta.cloud or call us at 480-346-1283.