Our Process
The Wealth Curve Scorecard provides you with approximately 20 key performance indicators of where you stand in relationship to the financial goals that we set for all of our clients.
One of the key things in a financial plan, for example, is savings rate. If you earn a substantial income and you are currently saving 10%, in most cases, that 10% savings rate is not enough to fund a similar lifestyle in your retirement days. All too often, we encounter people three to four years away from retirement and their income will be going from $400,000 to $150,000. While $150,000 may sound nice, it is quite an adjustment when you've been living off of $400,000.
So this scorecard walks through every component of the plan to make sure that it's in proper alignment.It gives you a quick visual to see if you're in good or bad standing, if you are over or under saving, or if you're in the right sweet spot for where you income is in relation to retirement. This scorecard in conjunction with the blueprint will help you understand what aspects of your plan need to be tweaked to guide you into making strategic financial decisions.
