EPISODE #026

HOW GOOD IS YOUR BATTING AVERAGE? BLUEPRINT AND SCORECARD INTRO

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2018 Business Owner's Guide

TAX GUIDE

Leverage the latest tax law changes to increase wealth.

How Good Is Your Batting Average? Blueprint And Scorecard Intro

Welcome to the Wealth Curve Talk Podcast, in which John Smallwood, a certified financial planner, identifies key areas of pressure on your wealth and strategizes with you to reduce it.

In this episode, John details the Wealth Curve Blueprint, a tool he has developed to help clients compare the performance of their current financial plan against their short and long-term goals.

John is the author of 5 Ways Your Wealth is Under Attack. He has lectured at various educational institutions such as John Hopkins, Haas School of Business, UC Berkeley and UNC Chapel Hill. He has consecutively received the Five StarSM Wealth Manager Award since 2011, and is the former president and chairman of the Rotary Club of Red Bank Foundation.

John’s strength lies in his ability and commitment to continually improve the level and quality of the financial planning process. His macro view approach and dedication to his clients’ growth involves an evolving strategy that strives to meet the demands, desires, and needs of his clients in a continually changing economic environment.

Don’t miss these essentials in today’s podcast:

  • Your wealth plan should contain certain components that work together in the right order to generate the most successful outcomes.
  • Most financial advice that’s available today is focused on a single strategy or product, rather than a comprehensive set of strategies. But inefficient strategies are one of the most common factors in the failure of financial planning to meet clients’ goals.
  • Although every plan should have the same seven components, the precise optimal mix and ordering of them will be unique to you.
  • If a batter “bats 300,” it means he gets a hit 30% of the time he’s at the plate. That is considered a very good batting average in the major leagues! We want to help you bat well above 300 so your financial plan helps meet all of your goals, not just 30% of them.
  • We developed our Wealth Curve Blueprint based on nearly three decades of experience in wealth management, in order to help clients get an at-a-glance snapshot of their financial plan.
    • The blueprint contains a scorecard, which just like a baseball scorecard, organizes every component of your plan, such as your income, expenses, asset structure, savings rate, taxation, and debt structure.
    • It lists protections like insurance and pensions.
    • Your scorecard can then measure each component’s success in achieving the primary goal of building your wealth and protecting it from eroding pressures.

Come in and have a Wealth Curve Blueprint done today. Identify your most important 90-day action items, make some modifications to your plan, and put yourself on the right track. I look forward to helping you achieve your financial goals.

Call us at 732-542-1565 and let’s make a blueprint together.

Looking forward to hearing from you!


Are you ready to increase your profit growth by 25%? John will show you how in the 2018 Business Owner’s Guide To Maximizing Your Benefits From The 2018 Tax Cuts.

Click here to get your complimentary copy.

2018 Small Business Guide To Maximizing Tax Cuts

 

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