The Wealth Curve Process Overview

The Smallwood Wealth Investment Management Process follows five main steps. The first step, The Wealth Curve Conversation, is a holistic approach and an in-depth discovery of your lifestyle, financial situation, risks, and goals. We aggregate all the aspects of your current financial plan into one big picture, called The Wealth Curve Blueprint. It will show you the opportunities and deficiencies of your current plan. We move onto step three, which is The Wealth Curve Score Card. This scorecard is a powerful visual tool that highlights where your plan is strong and where it needs some attention. For example, "How will my plan change at X if I adjust Y?" In step four, we will run The Wealth Curve Simulation. Here we analyze your plan to show under which real-life scenarios your plan will perform strongly, and in which scenarios your plan will perform weakly. In essence, this is a stress test of your plan. The final step is The Wealth Curve Implementation. After carefully analyzing, simulating, and creating adjustments to your plan, it is now time to put it into action.