Most people come to us carrying a version of the same feeling: I’ve done the right things, I’ve saved, I’ve worked hard, but I’m not confident everything is actually working together.
That uncertainty is more common than you’d think. And it’s not a reflection of how smart or disciplined you are. It’s a reflection of a financial industry that was built to sell products one at a time, not to look at your whole picture and make sure it all connects.
That’s exactly what our process is designed to do. The Wealth Shield System™ — A Different Kind of Process
Today’s financial environment demands an approach that incorporates the expertise of skilled professionals, a variety of available solutions, and the independence required to provide objective recommendations. At The Wealth Training Academy, we utilize a step-by-step wealth coaching process to help educate and prepare you both for your future and the future of your loved ones.
The Wealth Shield System™ is how we turn your complete financial picture — taxes, investments, insurance, estate planning — into one coordinated strategy built around your life and your goals.
It’s not a checklist. It’s not a software platform. It’s a living, breathing plan that a dedicated team actively manages on your behalf, from your first conversation with us through every life change and market shift that follows.
The Wealth Training Academy implements its proven process of four phases to identify, discuss, solve, and improve your wealth and financial life. This cohesive, integrated wealth management system is design to integrate taxes, investments, insurance, and estate planning while shielding, protecting, and growing your business and finances.
Here’s what that looks like in practice:
We start by listening. Before we suggest anything, we want to understand you, your timeline, your goals, your concerns, what you’ve built & what you want to protect. Here we identify your specific vision, needs, wants, and goals for you and your family.
Part 1: 30-min Free Consultation
See if WTA is the right fit for you.
Part 2: Gap Discovery Meeting
Look deeper at where you are today and where you want to be holistically.
After our Gap Discovery Meeting, we show you what we found, clearly. We sit down with you and walk through what’s working, what’s costing you more than it should, and where real opportunities exist that you may have never been shown. Gap analysis to clarify and maximize growth may include:
Here is where we build your plan and put it to work. We don’t hand you a document and wish you luck, we implement the strategy alongside you, coordinating every piece: adjusting your portfolio, restructuring your tax approach, putting the right insurance in place, and making sure your estate documents reflect what you actually want. Implementing WTA’s game plan and strategies may include:
We stay with you. Retirement Planning isn’t a one time event. As a WTA’s Wealth Member, your team stays actively engaged continuously monitoring and improving your opportunities which may include:
