Phase Five

The Custom Wealth Inspection

 

We meet regularly to reflect, review, and discuss your plans.  To best serve you

and your family, The Custom Wealth Architect provides dynamic, relevant

financial strategies that evolve with your changing needs and goals.

  • Annual schedule of events
  • Regular reviews of all financial vehicles
  • Legacy plan review
  • Vaulting of important documents
  • Tax law review and strategy alignment
Reviewing a document during a meeting