WEALTHWISDOM FORMULA

 

Our clients trust us to help them put all the puzzle pieces together in order to provide them and their families with the clarity and transparency they deserve in their financial lives. The COLLINS LAMBERT team refers to the process that we use to accomplish this as our WEALTHWISDOM Formula. At a high level, this is our process for taking clients from where they may be at financially when we first meet with them to where they'd actually like to be.

WE NEVER LOSE SIGHT OF WHAT MATTERS TO OUR CLIENTS

Why Financial Independence Matters:

Family

We focus on what matters to our clients when it comes to their family investment legacy goals.

Occupation

We focus on what matters to our clients regarding their goals of retiring and/or passing on their business without outliving their resources, or striving toward a work-optional lifestyle.

Recreation

We focus on what matters to our clients in terms of their bucket lists and we help them to really live life today without unnecessarily sacrificing their respective tomorrows.

How To Get There:

Money

This is the "how" regarding all the "why's" above ... financial independence comes through the proper stewardship of your financial resources, and this is where we come in.

 

WE NEVER LOSE SIGHT OF WHAT WE CAN CONTROL

Philosophy

Our philosophy focuses on finding the balance between Risk Capacity and Risk Need, then marshaling our clients' wealth toward their financial goals and objectives based on a solid financial plan that is regularly reviewed and updated as necessary. 

Planning Strategy

Clarity comes from focusing on the specific needs and wants of each client, then building a plan of action to take them from where they are today to where they want to be in the future utilizing techniques specific to their unique circumstances and objectives.

Process

Integration of the various disciplines that can materially impact the success of a financial plan calls for working to ensure no puzzle piece gets left out, and our systematized approach leverages both technology and experienced human capital to work toward this goal.