Catalyst Wealth Management - Foundation Series

Am I doing the very best possible with my financial decisions?

We believe this is a question that we all ask at some point during our life. The planning process that we walk through with our clients helps us to better understand and answer this BIG and often plaguing question. Our engaging and thorough process is The Foundation of how our team of advisors at Catalyst Wealth Management assists our clients. The Foundation Series is four short videos that address some of the major objectives of our financial planning process.

Part 1: A New Lens

This first video introduces the concept of having Wealth Objectives as the new lens in defining financial success.
(Video length aprox. 4 min.)

Part 2: Statement Wealth vs. Contractual Wealth

Part two addresses the significant difference between statement wealth that can be fleeting or here today and gone tomorrow; as ofoundationSeriesosed to contractual wealth that has greater certainty. Understanding this concept can change how you view your wealth and even challenge your personal financial decisions.
(Video length afoundationSeriesrox. 2 min. )

Part 3: A Financial Model

While working towards your Wealth Objectives it is important to measure and verify progress. The Protection Savings and Growth model is one tool used to verify our strategies in a scientific manner.
(Video length aprox. 3 min. )

Part 4: The Follow Up Process

As we finish our initial meetings we believe our job is just beginning. It is important to have regularly scheduled review meetings and the best technology available to assist in monitoring your process.
(Video length aprox. 3 min. )