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