Helping business owners make smart decisions about their money is what we do.
Freeing them to have the level of influence they are truly capable of is who we are.
The True Influence Formula
A HOLISTIC APPROACH TO SUCCESSFULLY MANAGING
YOUR WEALTH AND BUSINESS
“Where focus goes, energy flows.” // Tony Robbins
Imagine the influence you could have over your business and life if you were not burdened with the day-to-day minutiae of being a business owner.
Are you achieving what’s truly possible?
You hold the controls for influencing every part of your life. From your business to your family, causes that matter to you, and even the legacy you’ll leave behind, you can elevate your impact with the right process.
This is the True Influence Formula, our three-part proprietary process that helps align your influence for greater clarity and impact.
“Planning is bringing the future into the present so you can do something about it now.” // Alan Lakein
Our team at Milestone Wealth Management works with you to build two distinct plans to better influence your wealth.
First, we build your Investment Plan, a customized investment approach for your personal finances and assets. This creates a separate nest egg from your business where you can confidently build wealth beyond your business.
We also build an Advanced Plan, a comprehensive strategy to uncover greater possibilities for your business and life in four key ways:
- Wealth Enhancement – maximizing cash flow and minimizing taxes
- Wealth Transfer – take care of your loved ones and continue your financial legacy
- Wealth Protection – protect your hard-earned money for the future
- Charitable Giving – support the causes that are important to you
When you focus your wealth, you can dynamically influence its potential for a greater future.
“There is only one success- to be able to spend your life
in your own way.” // Christopher Morley
Having the right people to execute in areas outside your expertise is one of the fastest and most effective ways to greater influence.
When you have the right “Who’s” in place, you don’t have to spend all of your free time figuring out the “How’s” of activities that shouldn’t be your focus and are stealing your time.
At Milestone Wealth, we focus on two types of “Who’s” in your business:
- Financial specialists who can help design and implement your Advanced Plan, such as accountants, attorneys, insurance specialists, and more.
- Business development specialists to help maximize the operational efficiencies that will give you valuable time back.
Our team has created an Expert Network of financial and business specialists to free up your time and energy. If you already have specialists in place, specifically attorneys or CPAs, we will collaborate with those professionals to assist you in getting the outcomes you need in your business.
That means you get more time to do what you love and have true influence over the success of your business and life.
What would having more freedom and focus mean for your family, your time, and your legacy?
That’s the power of the True Influence Formula.
Are You Ready to Influence Your Life in an Extraordinary Way? Talk with Our Team to See What’s Possible Today.
What to Expect
We present a customized Investment Plan and our Investment Policy Statement (IPS). Both documents address what is most important to your future success, your investment process.
We have now answered two questions; can we help you and are we a good fit for each other. We now clarify what the relationship will look like going forward and commit together to work to achieve all your important goals.
We begin the processing of organizing your financial paperwork and your financial life. We also review the progress we have made on your investment plan.
We present and prioritize your Advanced Plan which has input from our Professional Expert Team in the four key areas; Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Giving. In all future regular progress meetings we update and monitor the progress of your advanced plan.
LEARN MORE ABOUT OUR
Second Opinion Service
Through a two-meeting process, we’ll identify where you are today, where you want to be in your idea future and pinpoint the critical gaps in your financial plan.
We’ll evaluate whether your current advisors are effectively addressing your wealth management needs. If so, we will recommend you stay with them. If not, we will deliver specific ideas with us or with another financial advising firm on better managing your money and plugging every gap in your plan. Either way, our goal is to point you in the direction of premier financial planning solutions for you to achieve your goals.
See Key Benefits of Our Second-Opinion Service
