Your Massive Action Plan (M.A.P.) starts by defining your ideal destination and setting your course. Your journey requires CREATIVITY, COLLABORATION, and COACHING, so when you come to a crossroads, you have the confidence knowing ProPartners Wealth will be by your side.
Massive Action Plan (M.A.P.)
Tailored to the needs of your unique journey
CLARITY
Business
| Strategic Plan | Tactical Plan | Operational Plan |
| Core Values – Guiding Principles | Yearly Plan | Market Analysis |
| Core Focus – definite purpose | Quarterly Rocks | Accountability Chart |
| Ideal Destination MAP | Issues List | KPI’s |
| 3 year Target | Coaching & Accountability | Legal Docs and Agreements |
| Team Buy-in | Marketing Strategy | Informal Business Evaluation |
Estate
| Estate Plan | Estate Equalization | Social Good Plan |
| Asset Protection | Asset Distribution | Assess Areas of Focus |
| Estate Tax Mitigation Strategies | Coordinate with CPA/Attorney | Maximize Philanthropic Impact |
| Protected Beneficiaries | Multi-generational planning | Tax Mitigation |
| Asset Titling | Family Coaching | Family Involvement |
| Emergency Disaster Preparedness Drill | Coordinated reviews | Legacy Protection |
Investment
| Financial Independence | Craft Investment Strategy | Tax Mitigation |
| Track Progress | Identify opportunity to increase return & reduce risk | Coordinate business & investment strategy |
| Coordinate Business, Legacy, and Charitable Goals | Identify risk profile | Business Acquisition Funding |
| Identify Timeline | Riskalyze Analysis | Employer Sponsored Retirement |
| Assess Income Producing Assets | Evaluate current investment risk | Roth Conversion |
| Budget Analysis | Coordinated reviews | Business Exit Strategy |
Protection
| Income/Asset Protection | Business Protection | Legal Protection |
| Synchronized Implementation | Key Employee Plan to Complement Exit Strategy | Coordinate legal strategies |
| Debt Management | Attract, Retain, and Reward Key Employees | Coordinate insurance |
| Evaluate Best Options | Employee Benefits Survey | Divorce Protection |
| Identify Gaps or Surplus | Buy/Sell Agreement Review | Estate Tax Mitigation |
| Family Assessment | Identify Key Triggering Events | Creditor Protection |
Transitions
| Evaluate | Negotiate | Implement |
| Needs Analysis | Key Employee Planning | Timeline Management |
| Identify Buyers | Asset Protection | Legal Docs and Agreements |
| Biz Assessment | Mediation | Investment/Income Plan |
| Exit Plan | Financing Internal/External | Coordination of Professionals |
| Estate/Charitable Plan | Real Estate Strategies | Closing Proceedures |
Coaching
| Massive Action Plan | 5 Big F’s | Blind-Side Protection |
| PPW Cloud Platform | Faith Aspirations | Unbiased View |
| Confidence Boost | Family/Friends | Out side Prospective |
| Goal Coordination | Finance Targets | Loyal Confidante |
| Goal Setting | Fitness Goals | Laser Focus |
| Clarity of purpose | Fun Planner | Accountability Partner |
With your goals in mind, you can chart your journey’s course, heading toward financial freedom with peace of mind, knowing you have an effective and flexible plan in place.
Learn more about how we can help you on your unique journey
Business Owners
As a business owner, you wear a lot of hats and many times the urgent gets more time and attention than the important. If you’re like most you find it hard to work on your business while working in your business.
We can help you clarify, simplify and achieve your vision.
Business Transition
Are you thinking about making the transition to sell your business?
We can help clarify and guide you through this transition, assisting you with making the right decisions.
Personal Planning
Many of you have had advisors before you met us, but do you really know what you want from an advisor relationship? Do you understand how to invest wisely and avoid mistakes?
We provide you with clarity, creativity, collaboraton and coaching.
Get In Touch
Not quite ready to start, or where to start?
We’re here to help you with any questions that you may have about our services and how they can help you on your journey to financial freedom.
Book a call with us now
Getting to your Ideal Destination
Our Process will help you identify goals and analyze potential gaps. Then, we will explore all strategies and close any gaps. We will be with you
throughout the journey to help you implement and achieve the financial independence you’ve been dreaming about.
1
Kick the Tires
2
Look Under the Hood
3
Ideal Destination Defined
4
Map Your Journey
5
Navigate the Road Ahead
6