5-Core Wealth Roadmap Pillars are:

 

Financial Planning 

  • Cash flow
  • Debt structure
  • Overall financial viability

 

Asset Management

  • Investment management

 

Risk Management

  • Evaluating the potential risks (health, liabilities, etc.)
  • Mitigating them

 

Tax

  • Developing strategies to minimize the impact of taxes and utilizing a network of tax professionals where necessary

 

Estate and Legal

  • Developing strategies for estates, ownership structures, and utilizing a network of legal professionals where necessary