Implementing your financial plan is
the core of PWA's service. While generating the plan is necessary in order
to know what you're trying to implement, all too often, people are just too busy
or don't possess enough knowledge to accurately implement the plan. We
implement it by segmenting the tasks in the action plan into the components of
the PRETIRE program and then individually implementing each component.
More information on each component is available from the What We Offer page, or
simply by clicking the component's implementation process step below (for
example, click the Implement Investments Task box to jump to the Investments
component page). Once each component is implemented, it will remain under
the regular and continuous review that is appropriate
for that component.
You will provide:
|We will provide:
- Our knowledge in implementing the PRETIRE program.
- Our methods for investing assets according to an asset
- Our time to perform tasks detailed in the action plan that
are assigned to us.
Outputs from this process
Ongoing updates to
your financial plan as required, and implemented strategies to
fulfill your goals.
coverage and reduced risk for your overall financial portfolio.
employee benefits including a properly allocated investment
portfolio (if applicable).
strategies for reducing / avoiding taxes where possible and
prepared taxes that properly reflect your finances.
Assets that are
invested according to your target allocation (seeking returns
needed for your goals without excessive risk) in
investments that are high quality and suitable for you.
A retirement plan
that can be tracked for progress annually including planned
contributions to retirement and other accounts.
assets and legal documents that execute your estate plan
effectively and efficiently.
Our Process Summary Back to
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