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Our Unique Process


Achieving personal financial success continues to be an elusive target for many Americans. Consumers of all income and net worth levels often express feelings of confusion, frustration, skepticism, and sometimes even fear as they approach the subjects of wealth management and insurance. Additionally, many of them operate with a relatively high level of financial disorganization.

This is often because a person’s financial picture involves a host of insurance policies, legal documents, employee fringe benefits, savings vehicles, debt instruments, and securities products. In order to keep their affairs current and organized, they would have to sift through mountains of information.

At Wealth Design Group we utilize an innovative web-based platform to examine these issues, provide solutions to common financial symptoms, and create instant organization by offering a wide angle view of a person’s entire financial picture. This platform is referred to as The Living Balance Sheet®. It’s an organizational tool forged from the philosophy that people cannot really be financially secure or successful without considering important economic factors as they make their various financial decisions.

Along with using this platform, we follow a holistic process that addresses a client’s entire financial picture, their needs for today, and their goals for tomorrow.Once we understand their needs, as well as their financial situation, we make our recommendations and implement a strategy. Once a strategy is implemented, we provide ongoing monitoring and rebalancing as needed, as well as offer education and support.

By combining a comprehensive process with The Living Balance Sheet®, we believe we can capture a client’s present and future needs, and help them stay financially organized.

If you would like to learn more about The Living Balance Sheet® then click on the button below.

The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2017 Guardian