Mike Mills Wealth Management

Process diagram

DESCRIPTION:
Review/collect current facts Discussion of current situation and goals Discussion of opportunities Jointly distill priorities “Wish List”	Present Plan (Protection, Savings, Growth Components) Problem Identification Ideal Plan Actual Output Possible Solutions Evaluated Exit Strategy Designed	Asset allocation “gap analysis” Analyze existing investments re fit w/new strategy/ allocation Strategy and manager selection (“gaps filled”) Implementation tied to outcome(s) of Strategy Planning	Periodic investment management review Financial planning issue identification (periodic or as needed) Significant life/situation changes
KEY OUTCOMES:
Key issues identified and prioritized Major areas of analysis/work identified	Solution(s) identified for each topical area/issue Cash flow needs quantified and “financial security” defined	Asset allocation tied to financial plan and cash flow	Current “agenda” (ongoing or as needed)

Our Firm Specializes in:

We specialize in wealth management for accredited investors approaching a transition in their lives who desire prudent financial guidance and a proven methodology for planning, protecting and growing their wealth.

Your Macro-Manager

You have aligned yourself with various micro-managers to assist with your financial decision making. These micro-managers are specialists in their particular area of expertise. Without a macro-manager, you are left with the complex responsibility of tying all of your financial decisions together. This presents many problems because you neither have the time nor the expertise in each area to evaluate the performance of your micro-managers to better perform their services. In addition, our expertise in wealth creation, distribution and conservation strategies should improve the overall performance of your plan.