Assessment Results

Your Wealth Curve Could Use Some Help!

While your Wealth Curve is not currently heading in the right direction, you are taking the first steps in correcting it by taking this assessment! Outlining a big picture plan with specific strategies and goals can make a big difference in your financial plan. At Smallwood Wealth Management, we provide confidence and clarity in wealth building strategies that fit your individualized needs and lifestyle. 

We follow the Smallwood Wealth Management Process, which consists of a Blueprint and Score Card specifically tailored to you. The Blueprint is an aggregate of all the aspects found in your current financial plan that highlights any opportunities or deficiencies. The Score Card is a powerful tool that shows the strong points of your plan and how it will change if you adjust any number of variables. These include the financial pressures of college funding, weddings, medical bills, etc. Both components serve to assess whether your current plan meets the needs of your lifestyle, financial situation, risks, and goals.

Scheduling a complimentary consultation with us is the next step in creating a comprehensive financial plan in which you are confident. With only thirty to forty minutes of your time, we can understand your lifestyle to create a wealth plan that will work with you today, tomorrow, and in the future to achieve your big picture goals.

If you would like more information before getting in touch, I encourage you to listen to our weekly Wealth Curve Talk Podcast. It’s a simple way to become informed on protecting and accumulating your wealth over time. 

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WEALTH CURVE QUIZ

Take the Wealth Curve Quiz to discover what direction your Wealth Curve is trending and what steps you need to take with your financial plan.

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