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The process of renovating your financial plan is strikingly similar to that of renovating a home.
The Fiat Retirement Renovation Process© is designed to provide you with a clear understanding of your financial goals and the steps needed to achieve them.
During the renovation process, our team of financial experts will help you implement the necessary changes to your financial plan.
We will guide you through every step of your Retirement Renovation Process© so you can relax knowing that your retirement plan is in good hands and that you will have a comfortable space to enjoy for years to come.
CLARITY VISIT: In our first visit, we will start with a conversation. This conversation will be an essential first step in helping us understand your unique situation and how we can best support you in planning for your retirement. We’ll ask you questions about your current financial situation, any retirement savings or investments you have, your current expenses, and what you envision for your ideal retirement lifestyle. We’ll also discuss any concerns or challenges you may face, such as unexpected expenses or health issues, and work together to develop a personalized plan that considers these factors.
WALKTHROUGH: Before “The Walkthrough”, Your Private Wealth Manager will assess your financial plan and identify improvement areas. In The Walkthrough, we will present you with this information and guide you through the entire Retirement Renovation Process©. Our goal is to ensure your financial plan is secure and well-structured while also providing peace of mind and comfort…kind of like your “forever-home.”
CLARITY VISIT: In our first visit, we will start with a conversation. This conversation will be an essential first step in helping us understand your unique situation and how we can best support you in planning for your retirement. We’ll ask you questions about your current financial situation, any retirement savings or investments you have, your current expenses, and what you envision for your ideal retirement lifestyle. We’ll also discuss any concerns or challenges you may face, such as unexpected expenses or health issues, and work together to develop a personalized plan that considers these factors.
BUILD: This is where the advisor “breaks ground” and begins to actually implement the plan, building a strong financial foundation and structure from your approved blueprint. You can rest assured that your financial plan is secure, well-structured, and in expert hands. Just like contractors build your dream home, we build your dream retirement. In a way, retirement is a metaphorical “dream home” for your finances – it should be a place where you can feel confident, secure, and completely comfortable for years to come.
MAINTENANCE: Maintaining your home is essential to ensure it remains safe, comfortable, efficient, and valuable. Regular upkeep and repairs are part of responsible homeownership and can save you money and stress in the long run. The same goes for your financial plan. You will meet and/or speak with your advisor on a consistent basis, making any updates or changes along the way. In addition, you will have a dedicated Client Service Manager by your side and an entire team of experts in operations, marketing, and customer service working behind the scenes on your behalf. We also connect with you through our monthly Client Appreciation Events (Happy Hours, volunteering opportunities, Inner Circle Workshops, and more).
It should be a place of comfort, security, and happiness. Let us help you build the financial foundation and plan that will turn your retirement dreams into reality.
Get in touch with us today to schedule a consultation and start building your retirement blueprint. Your golden years are just around the corner, and together, we can make them your best years yet.
Building a comprehensive and effective retirement plan that will give you the confidence to enjoy a carefree retirement and leave behind a financial legacy for your loved ones to enjoy.
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“Fiat Wealth Management, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.”
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