Direct Wealth Program ®
The Directed Wealth Program® is a reoccurring roadmap representing the necessary activities to realize your goals and aspiration over a two-year period. This personalized document goes beyond assessing your investment performance and asset allocation. It can include estate planning, charitable giving, major purchases, tax strategies, business succession, insurance and long-term care provisions, and more.
Broken down and assessed quarterly The Directed Wealth Program® assures accountability for you and all your trusted advisors – setting you up for success.