The Master's Advisors Approach
Ongoing Alignment, Assurance & Contentment for Sustained Financial Freedom
Client Value Proposition
Our Commitment to You
In every interaction, we aim to speak truth, add value and have you leave our interaction feeling good with a smile, giving you the confidence you need to pursue what is most important to you.
Alignment 
Optimization 
Contentment 
Alignment
Your financial decisions will be aligned with what is most important to you.
Optimization
Your finances will be strategically organized so that you are fully prepared to confidently face whatever comes your way.
Contentment
Every aspect of your financial life will be proactively and systematically monitored, enabling you to pursue continual contentment in your life.
Who We Serve
You know you are blessed with a healthy income but don’t know where to start. There is a wealth of information available to you, but how do you apply the right strategies to your financial situation? Your immediate needs are difficult to balance with your long-term goals at this stage. You are trying to balance debt payoff, home buying, long-term savings, tax mitigation, college planning and investment management, all while making sure you enjoy life along the way. You desire a decision-making partner who can help you optimize your entire financial life with a personalized, agile planning approach.
Our clients in this stage typically have an annual household income of $200,000 or more.
You have made it through the beginning stages of your financial life, taking care of most of the ‘obvious’ financial goals such as paying down debt, starting long-term savings and putting your family on solid financial footing. You are blessed with significant discretionary income and want to focus your finances on what is most important to you. You want to make sure you make the most of all your opportunities so you have options and flexibility in the future. Ultimately, you would like to enjoy life, positively impact your family and live generously. Your decisions today require an eye towards your future,and you desire a partner to help you get there.
Our clients in this stage typically have an annual household income of $250,000 or more and a net worth of $1,000,000 or more.
You know you are close, or maybe you are there already; the time has come for you to live a financially independent life. This could mean pursuing a new career, a change in location or part-time work. You are looking to find greater balance in your life so you can focus on what brings you the most energy and allows you to pour out on those around you. Where do you start to make all of the decisions you face at this time without backing yourself into position you later regret? How do you shift your investment strategy from an accumulation focus to an income generation and distribution focus? How does your yearning to leave a legacy impact the decisions you make today? You desire a partner who knows what you face and how to personalize your decisions to work for what is most important to you.
Our clients in this stage typically have a net worth of $2,000,000 or more.
Our 8 Week Client Onboarding Process
Let's Begin The Journey
Week 1: Alignment Model and Financial Goals
Week 1 officially kicks off your onboarding process with an in-person meeting. During this meeting we will recap your values and goals, ensuring we have established the decision-making framework that will be used to build your plan.
Next Week 2: Financial Inventory
We will collect all your financial information and documents during week 2. This week may be a little more intense for you than some of the other weeks, but we will be there with you every step of the way. You will use the Master’s Wealth Manager Vault to provide documents to us, giving you a secure and simple way to share information.
Next Week 3: Advisor Questions and Follow Up
Week 3 you can expect to hear from your advisor either via email or phone call. Your advisor will address any remaining items needing clarification from their review of your financial inventory.
Next Week 4: Strategy & Design and Build Initial Plan
Our team will meet to discuss your financial situation and lay the groundwork for your initial financial plan through our Strategy & Design process. We will keep you updated throughout this week as our team works on organizing your financial life.
Next Week 5: Cash Flow Scenarios, Net Worth, Investment Management
During the remaining weeks we will walk you through each piece of your financial life.
Next Week 6: Risk Management, Insurance Inventory Analysis, Liquidity Analysis
During the remaining weeks we will walk you through each piece of your financial life.
Next Week 7: Tax Planning, Generosity
During the remaining weeks we will walk you through each piece of your financial life.
Next Week 8: Recap Strategies and Action List
The purpose of your final onboarding meeting will be to review the topics covered throughout the onboarding process. We will also review your initial list of action steps and go through any administrative items (e.g. paperwork, technology questions, etc.) so you are fully prepared to begin your ongoing relationship with us.
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