The Retirement Renovation Process™

We treat your financial plan with the same care as remodeling your home

Clarity Visit

In this visit, we answer any questions they may have and also start to apply the concepts of the workshop to their personal situation.

Walkthrough

This visit will accomplish two key components:

First, you will get an understanding of where you are and where you're going

Second, you will receive a personalized Fiat "Walkthrough" summarizing your financial layout, as well as a software report with more detailed information including a personal tax summary.

Interview

This is the first step of our "Fiat Wealth Management Retirement Renovation Process". We put the numbers away and discuss your dreams and goals. Starting here is important to ensure that your plan is consistent with your life and values. This will be a collaborative interaction.

Foundational

A solid home starts with the foundation. In retirement this means a solid cash flow plan, and building in contingencies for the “what if’s.” Nobody knows what the future holds, but building in a ‘margin of safety’ allows for freedom in retirement. We walk through what solutions we have for you to create a solid foundation for your retirement build. This visit should be as collaborative as it is informational.

Philosophy

Where do your dreams and reality intersect?

Educational in nature, this visit is a discussion on what is possible. What can you do? What are your options? What are the best ways to accomplish your goals? We break down key areas of planning and begin building a conceptual view of your blueprints.

Walkthrough

With the foundation built, we can now move onto lifestyle, giving, legacy, and other fun conversations. We will walk through these remaining areas of your retirement home and bring solutions that are designed to achieve the goals and lifestyle you laid out for us earlier in the process. At the end of this visit, your completed retirement home will come into view! This visit should be as collaborative as it is informational.

How We're Different

Average Advisors

Institutional Investment Management

Retirement Income/Distribution Planning

Back Office Support

Proactive Tax Planning

Annual Tax Report

Exclusive Events & Happy Hours

Tax Filing

Customizing your financial plan is similar to building a house.

At Fiat Wealth Management and Fiat Insurance Services, we will be your trusted guide to success through each stage of financial planning, including a comfortable retirement. We are a Fiduciary firm that focuses on 'pulling back the curtain' on the traditional financial advisory world. Fiat will guide you through the process of constructing a personalized blueprint and act as your general contractor throughout the design of your plan. When you come visit with us, expect to broaden your knowledge about the financial world we live in today.

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Fiat Wealth Management, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.