One of the keys to engaging with your future may lie in the details. According to Tom Curti, managing member at Wealth Dimensions, “We guide clients through an in-depth assessment as part of our planning process that not only includes their financials, but actually starts with clarifying their vision of the future. It compels clients to create a clear, detailed picture that identifies the where, when and how of their retirement lifestyle.” Wealth Dimensions’ process also incorporates evaluating various scenarios and discussing alternatives to ensure that an effective and flexible plan results. This plan then becomes the framework, helping clients make smarter decisions that fully optimize opportunities and enable them to reach their long-term vision.
Our success comes from the client feedback we receive. Wealth Dimensions has found that this type of process provides their clients with a link to their future state and puts them in control of how to get there. “Clients are often surprised at their new level of insight into how their current decisions will impact their lifestyle choices in the future,” according to Doug Loftus, managing member at Wealth Dimensions. “Our biggest reward is seeing the long-term plans we helped clients build become reality due to their commitment and an ability to envision the larger picture. Often clients are surprised at the opportunities they were missing before having the plan in place.”
Wealth Dimensions recommends starting with the following strategies: