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Life & Wealth Mangement Optimsiation Service

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Page 1: La Wos Ppt Professionals Version

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Page 2: La Wos Ppt Professionals Version

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Introducing Our New

Life & Wealth Optimisation Services™

Introducing Our New

Life & Wealth Optimisation Services™

© 2007 Steve Moeller. All rights reserved.V 4.2a

For Prudent InvestorsWho Want to Maximise theirFinancial Independenceand Quality of Life

For Prudent InvestorsWho Want to Maximise theirFinancial Independenceand Quality of Life

Page 3: La Wos Ppt Professionals Version

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Life & Wealth Optimisation

Life & Wealth Optimisation If We Could Achieve

Only One of the Following

A. We can help you…

beat the stock market.

What’s the Real Purpose of Financial Advice?

B. We can help you…

1) Achieve your key dreams and goals

2) Increase your life-long financial independence

3) Reduce your stress

4) Enhance your quality-of-life

Which Offer is Most Attractive, To You?

or

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Life & Wealth Optimisation

Life & Wealth Optimisation

The Purpose of Our Advice—Help Solve Financial Problems and Achieve Dreams & Goals

1. Structure — To create context for making smart decisions

2. Discipline — To stay on plan and to avoid costly mistakes

3. Control — To minimise stress

4. Accountability — To adjust strategies when necessary

5. Encouragement — To live your best possible life

Integrates Wealth Management, Financial Planning & Life Planning

Fast, Easy, and Fun

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Life & Wealth Optimisation

Life & Wealth Optimisation Our Life Optimisation Process

Transforms Your Dreams into RealityOur Life Optimisation ProcessTransforms Your Dreams into Reality

5th Implement Your Action Plan

1st Envision Your Ideal Future

3rd Set GoalsBased on Your Vision

4th Develop a Written Action Plan

2nd Determine What You Can Afford

6th Adjust Course as Needed

Page 6: La Wos Ppt Professionals Version

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Life & Wealth Optimisation

Life & Wealth Optimisation Our Wealth Optimisation Process

Aligns Your Assets with Your Vision

• Your vision, values, goals and concerns are the basis for the Action Plan—not short-term market fluctuations

• Designed to prudently achieve your dreams and goals—not to beat the stock markets

• Progress Reports and Portfolio Stress Tests tell us when to adjust course

On-Going Encouragement, Advice and Investment Management

Cash Flow Planni

ng

Optimise Income

& Expense

s

Investment

Management

MinimiseTaxes & Expense

s

ProtectAssets from Loss

Estate

Planning

Simplify, Streamline and Control All Your Assets

Page 7: La Wos Ppt Professionals Version

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Life & Wealth Optimisation

Life & Wealth Optimisation Step 1. Envision Your

Ideal Future

Life Planner & Financial Advisor

Clarify Your Vision, Values,

Goals & Concerns

Determine which dreams you want to

make real

“When you cease to dream, you cease to live.” — Malcolm Forbes

35-Minute Vision Discovery Session

35-Minute Vision Discovery Session

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Life & Wealth Optimisation

Life & Wealth Optimisation Step 2. Determine What You Can

Afford

Life Planner & Financial Advisor

Clarify Your Vision, Values

Goals & Concerns

Test Various

Scenarios

Select Preferred

Future

60 MinuteVisual, Collaborative

Scenario Planning Session

60 MinuteVisual, Collaborative

Scenario Planning Session

“A picture is worth a thousand words.”

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Life & Wealth Optimisation

Life & Wealth Optimisation Step 3. Set Goals

Based on Your Vision

Vision &Goals

Life Planner & Financial Advisor

Clarify Your Vision, Values

Goals & Concerns

Test Various

Scenarios

Select Preferred

Future

Together, We Set Realistic Goals,

Based on Your Vision

A Realistic Vision acts like an

Emotional Light House to guide

my advice and your actions

Page 10: La Wos Ppt Professionals Version

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Life & Wealth Optimisation

Life & Wealth Optimisation Step 4. Develop a

Written Action Plan

Action Plan

Life Planner & Financial Advisor

LifeOptimisation Strategies

Wealth Optimisation Strategies

Clarify Your Vision, Values

Goals & Concerns

Test Various

Scenarios

Select Preferred

Future

I Develop a High-Impact Action Plan

Life Planning Based onPositive Psychology

Financial Planning & Modern Portfolio Theory

A “blue print” for turning your vision

into reality

Page 11: La Wos Ppt Professionals Version

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Life & Wealth Optimisation

Life & Wealth Optimisation Step 5: Implement Life

& Wealth Strategies

Action Plan

Life Planner & Financial Advisor

LifeOptimisation Strategies

Wealth Optimisation Strategies

Market Results

Investor’s Behavior

Investment Return

Net Cash Flow

The Combination of Market Results and Investor Behavior Determine Long-Term Sustainability

Life Strategies

£

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Life & Wealth Optimisation

Life & Wealth Optimisation Step 6: Monitor Results &

Adjust Course as Needed

Action Plan

Life Planner & Financial Advisor

LifeOptimisation Strategies

Wealth Optimisation Strategies

Investment Returns

Net Cash Flow

Annual Stress Test

Adjust Course as Needed

On-going Advice, Coaching, Services & Progress Reports Are All Focused On Achieving Your Vision & Goals

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Life & Wealth Optimisation

Life & Wealth Optimisation Holistic & Comprehensive Wealth

Management

1. When will you have enough resources to do what you really want to do?

2. How can you optimise your investments and cash flow?

3. What will be the sources of your income — for the rest of your life?

4. How much can you give away while you are living — and after you pass on?

Answers Four Key Questions to Support You As You Prudently Pursue Your Dreams

“Go confidently in the directions of your dreams! Live the life you’ve imagined.”

— Thoreau

Page 14: La Wos Ppt Professionals Version

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Life & Wealth Optimisation

Life & Wealth Optimisation Who Benefits Most

from this Unique New Service?

• Close to or “better” than 55 years old

• Friendly, optimistic and happy-open-minded and coachable

• Successful and respected in their career

• Considering retiring, “down-shifting”, or other major life transitions

• Want to make the important decisions and delegate the administrivia to a competent team

Prudent Investors who Want to Maximise their Financial Independence and Quality of Life

Head of Household is Now, or was Previously, an Entrepreneur, Professional, Inheritor, or Key Executive

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The Beginning…

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