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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
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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
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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
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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
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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
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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
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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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