The first phase begins by thinking clearly about the problem. This is where clarity is achieved around your goals and planning gaps are identified. Then think clearly about the solutions and make decisions regarding closing the planning gaps.


Implement the solution and help achieve your desired results.


The final phase includes results management where we closely monitor the implementation of your plan. This assures you have confidence your plan will work over time.

Wealth Optimization
Copyright 2019 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

Bob Erkel is a fee-based planner