The ModernPro Foundation
Building a Comprehensive Financial Plan
At Modernize Wealth, we take a holistic approach to wealth management. During this 45-day fee-based initial engagement, we will build your ModernPro Foundation. From goal setting and risk tolerance, to tax-advantaged investment and income strategies, we dive into your personal and business financial situation completely and build out a comprehensive financial plan tailored to your unique situation.
The ModernPro Foundation Process
The starting point is the submission of what we call our ‘ModernPro Intro’. This new client form provides us with initial data. Once you submit the form, we will reach out to schedule a complimentary introductory meeting. During that first meeting we will get to know each other, learn more about your investment history, goals and plans, and share examples of what the ModernPro Foundation process will provide.
After that initial meeting, if both parties wish to move forward, a one-time engagement fee is paid. Inquire about fee details. At this point you’ll need to do some data gathering (accounts/statements/records etc.) before planning can begin. A second follow-up meeting is then scheduled for several weeks later to present your plan.
In that second meeting (three weeks after data has been provided) the Modernize Wealth team will present your ModernPro Foundation including a comprehensive financial plan summary, a tax planning summary, and an explanation of what happens next in the ModernPro Flow stage, if both parties choose to continue the relationship.
The ModernPro Foundation Package Includes
Goal Development
Retirement
Analysis & Planning
Tax Analysis
Net Worth Statement
(current & future)
Cash Flow Review & Advice
Risk & Insurance Needs
Estate Plan Coordination
(with attorney)
Education/College
Funding Analysis
The ModernPro Foundation Package Includes
What-If Scenarios
Complete Review of Social Security & Medicare
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
(what you pay yourself)
CPA Meeting
THE MODERNPRO FOUNDATION
Let’s Build a Foundation
If you’d like to get started, the first step is to complete the ModernPro Intro. Once we receive your submission, we will reach out to schedule a complimentary introductory meeting.
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.