Assessment Results

Your Wealth Curve is on the Right Track

Your Wealth Curve is on the right track, but there is still work to be done! Financial pressures, especially those of the unpredictable nature, may present serious setbacks in your wealth accumulation. There are a series of variables to keep in mind that will aid in lowering risk and adding protection. Some of these include: identifying exposure to unnecessary taxes and developing strategies to reduce this pressure; identifying new ways to increase your wealth while improving your lifestyle through the savings rate; placing an emphasis on liquid savings to assist in a major life event or emergency to avoid putting your wealth plan at risk; and more. 

We utilize The Smallwood Wealth Investment Management Process which follows five main steps including a Blueprint and Score Card. 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. 

If you believe any of the aforementioned components underline the weaknesses in your current financial plan, please schedule a complimentary phone consultation with Smallwood Wealth Management. 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.

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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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