Track it

Use The Power of Automation To Stay On Course

Most people, including financial planners and CPAs don't use AI or other automation software to keep you on track.

Tom Selleck Explains Your Number

The Normal Way

The Typical Method by Financial Advisors and Financial Planners

  1. Basic investment information is gathered and a financial plan is made

  2. Decisions are made and the plan is put into place

    1. Decisions are usually made only on investment risk and allocation. Most advisors do not dispense tax advice other than the taxation on investments. If they have not included all your tax returns in the analysis, they are only focusing on your investment tax - leaving out the biggest cost you'll ever incur.

  3. Quarterly meetings are conducted to reassure asset allocation is on track

    1. Meetings are usually only concentrated on investment returns and not tax planning, trust planning, risk and asset protection

The OWM Way

Using AI and Automation to Course Correct Immediately

  1. A One Wealth Map is created combining Trusts, Asset Protection, Income Tax Planning, Investment and Cash Flow Planning

  2. Plan is implemented

  3. Automation is set with "trigger points"

    1. When an assets get overpriced or underpriced investment change action is automatically taken

    2. Assets are automatically liquidated on schedule based on growth, and tax efficiency

    3. IRS tax changes automatically adjust in the AI to take advantage of any change

    4. Federal tax rules and laws on trusts get notifications to update your trust or estate plan

    5. Insurance policies are reviewed and compared regularly using AI to assure best value

    6. Changes in health, family status, children or grandchildren health or marital status will automatically adjust the AI routes

  4. Live status and routing available on your dashboard -

  5. Quarterly Meetings are set to discover new Explorer Opportunities (See Explorer Club)

  6. Score Cards are created for each of the five sides of the Pentagon Method

    1. Income Safety Score

    2. Tax Efficiency Score

    3. Asset Protection Score

    4. Investment Risk Score

    5. Inheiritance Risk Score

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