WealthBuilder

Plan. Build. Protect.

The WealthBuilder division of the WealthPlan process is designed primarily for individuals and families seeking an in-depth relationship with a financial advocate. We understand that highly successful people's personal and business lives are typically integrated and to serve those needs we strive to provide the services of a Personal CFO.

To enhance our clients' overall financial picture while providing coordinated, efficient reviews, we provide Wealth Reviews. A Wealth Review consists of a scheduled comprehensive review once a year to review the client's entire financial life, coordinated by Boardman Wealth Planning. Prior to the annual review, Boardman Wealth Planning will contact each client's tax planner, estate planner, insurance agent, and any other appropriate persons to coordinate an implementable plan congruent with all their professionals' recommendations. After the meeting, a follow up review is scheduled to assess any recommendations made during the engagement.

This process has been created to benefit those in their peak accumulation years. This may include, but is not limited to: small business owners, physicians, dentists, attorneys, college professors, and any other mid career professionals.

Please review an overview of topics reviewed during the WealthBuilder process.