“Above-the-Line” Financial Planning: How to Move the Needle on Your Wealth Management Services
At Centura, we divide financial planning services into two categories: 1) Steps that make your plan just “good enough” and 2) Steps that actually move the needle and make a measurable difference in your wealth.
In this episode, Derek Myron and Sean Clark unpack the four steps that fall “below-the-line” and three steps that fall “above-the-line” in financial planning. They further explain the impact that each step has on your financial plan.
Derek and Sean discuss:
- What sets Centura Wealth Advisory’s Liberated Wealth® Process apart
- The importance of adopting a forward-looking approach to tax planning
- How Centura professionals collaborate with CPAs and estate planning attorneys to improve the client experience
- How balance sheet optimization works (and why it matters)