A Fresh Look at WealthMatch – Are You on Course?

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Published by Debra TaylorCPA/PFS, CDFA, JD | June 13, 2016
Two weeks ago I had the good fortune of attending the 2016 Excel Conference in sunny Arizona.  I spent several days networking with peers, listening to practice management experts about how to create an exceptional client experience, and we heard from portfolio managers.  I also had the opportunity to present to 250 of my colleagues on the benefits of WealthMatch, our financial planning management experience.  It was great fun speaking to my peers about the benefits of having a financial plan, and aligning our clients’ wealth with their dreams.  We also discussed various ways to use WealthMatch, including modeling out future cash flow and retirement income and expenses, and the need to create a “rainy day” or “liquidity” bucket that seeks to provide withdrawals to satisfy our clients’ cash flow needs.


Debbie presented to over 250 of her colleagues at the Peak Excell Conference on May 26th.

Learning about your needs and goals and creating a plan to help you pursue those goals has been some of the most rewarding work we have done this year.  With markets continuing to be “violently” flat, it is forcing all of us to become more patient investors.  It also allows us the opportunity to review your “needs and wants” and to chart your course, so that we can better pursue your long term goals.  The education we pass on to our clients encourages them to stay on track towards their goals and have a plan in place to help them get there.  We believe that this knowledge has been gratifying and eye-opening as we are constantly reminding clients that mediocre returns in the short term doesn’t destroy a lifetime of good savings and investing habits.

As I write this, the market continues to meet resistance and flirt with its all-time record.  The market has been dancing around this record for over one year now, and is clearly seeking direction.  Generally speaking, and based on our individual conversations, we believe that our client portfolios are generally well prepared for the long term investor (although unfortunately we can’t do anything about the inevitable bumps in the road).

We remain committed to serving you and providing the best client experience possible.  Please do not hesitate to contact us if we can be of assistance in any way.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Your Silicon Valley Bank Questions Answered

You likely have heard about the recent Silicon Valley Bank (SVB) collapse and probably have questions. Here, we provide you with unbiased answers to your questions.

Thinking About Retiring Early? 8 Things to Consider First

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client).  You may have even gone so far as to take a sneak peek at your account statements …

Weekly Update: February 27th

By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, For investors, it may feel like déjà vu all over again as inflation and the Fed dominate market headlines on a day-to-day basis. After all, the numerous market swings last year were driven by ever-changing expectations around the Fed – …

4 Tips to Take Your 401(k) to the Next Level

Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. But is a million dollars even enough for your retirement needs? 

1 2 3 224 225 226

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation

TweetsFollow Us