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BRIGHTWORTH PARTNERS RANKED AMONG TOP WEALTH ADVISORS FOR CLIENT SATISFACTION
Four of Brightworth’s partners, Dave Polstra, Chris Dardaman, Alan Gotthardt and Ray Padron, have been selected as 2008 FIVE STAR: Best in Client Satisfaction Wealth ManagersSM |
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| Home>Comprehensive Wealth Counsel>Overview |
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The Brightworth Wealth Plan Overview is where we dialogue and discuss the current status of your financial picture and where you want to go. Both financial and non-financial success is discussed so that appropriate strategies are designed and implemented in the future.
Personal Goals and Values
We begin by exploring your personal goals and values. In addition to typical financial goals, many of your personal goals are not financial in and of themselves but require financial resources to be employed in a way to ensure that wealth can continue to be enhanced and protected for the future.
Current Net Worth
By exploring key components of your current Net Worth, we will evaluate how well you are currently positioned for the future as well as risks in your current wealth. Based on time horizon and probability analysis we evaluate key issues that include liquidity, asset concentrations and debt loads.
Compensation Structures and Equity Ownership/Participation
By summarizing your current salary and compensation structures that include stock options and grants, deferred compensation and other plans, we will lay out for you, in an easy to understand format, the financial vehicles that have significant impact on your future wealth. This overview will provide the context for strategies and options that are fully integrated with your cash flow and tax planning, including time-bound schedules communicated later in your Wealth Plan.
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