Have you fully explored all of the options, concerns and needs regarding your retirement, legacy and transfer of your wealth to your heirs?
RSW has developed a proprietary process to uncover all that you would like to accomplish and gain an understanding of the impact of various decisions on your family’s financial well-being.
What is a Personal Net Worth Binder?
It is a financial plan to determine reasonable and achievable goals and identify required products and services which help people organize, diarize and communicate their financial affairs put together in a useful format.
It is a snap shot of your current situation, identifying your financial assets and other important information – such as value and locations of holdings, annual financial needs and a list of your key advisors.
It is a systematic process to uncover all that you would like to accomplish and gain an understanding of the impact of various decisions on your family’s financial well-being.
What you can expect?
The Map – We will review all of your information and develop a financial plan to determine reasonable and achievable goals while identifying required products and services.
You will receive a detailed report to analyze and provide a clear picture of your net worth, as of today, to show achievements and how it will benefit your family, future generations and/or your community. It will provide a path to accomplish a seamless transition of your wealth while incorporating the needs of your family in an easy to understand road map.
An Action Plan – List of steps necessary to implement the plan, assign responsibilities and track progress
You will receive an organized process to track the accomplishments of everyone involved in the implementation of your estate plan
Follow up and Monitoring – continuous monitoring and measuring of the plan’s progress towards goals and making the required adjustments when necessary.
On a regular basis RSW will ensure that the plan is still meeting your desired outcome and will asses whether the decisions are still meeting your family’s financial well-being. We will respond rapidly to changing circumstances as they arise.
LET RSW SHOW YOU HOW.
At RSW, we have the insight to help you reach your financial goals and the foresight to help preserve your legacy for generations to come.
You have worked diligently your entire life to reach your goals and provide for your family – now it is time to ensure your hard work will benefit future generations.
What do you envision for your legacy? Let us help you make that vision a reality.
When was the last time you reviewed your plans and objectives? If it has been more than one year then it may mean it is time to review your situation.
Schedule a meeting with us to talk about how we can help you succeed!
RSW Accounting + Consulting, for over 60 years, has been guided by one simple mission: to be the CPA firm of choice for privately-owned businesses and entrepreneurial individuals through excellent and personalized business advisory services.
As a firm of chartered professional accountants and advisors, we offer a complete line of accounting and advisory services for both corporate and family needs.