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14. Value Showcased in Sample Deliverables

Family Wealth Statement
Financial Checkup
Value Proposition Letter
Tactical Plan
Implementation Documents
Quarterly and Annual Reports

The Wealth Adviser displays samples of the seven deliverables discussed on the previous slides so that the client knows what to expect before he or she engages the adviser.

Clients appreciate the great value delivered throughout each stage of the planning process. Even if the client only hires the adviser for a Phase 1 engagement, the client still sees how we deliver valuable wisdom as part of the Family Wealth Statement, Value Proposition Letter, and Financial Checkup. During Phase 2, we provide a tactical plan that can be upgraded to a comprehensive plan, or we just start with the comprehensive plan. During Phase 3, we provide materials to underwrite insurance, place money under management, or execute legal documents. During Phase 4, we offer re-optimized versions of the plans developed during Phase 2, as well as education about the plan enhancements.

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U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.