OUR PROCESS
The Dream Architect®
At Sweet Financial, our goal is clear — to inspire you to design your perfect retirement. Our team of advisors will guide you every step of the way with our four-step process to superior wealth management. Along the road to retirement, it’s nice to know you have a trusted friend to support your vision and create possibility for your future.
Unveiling The Dream Architect® Life
Crafting Your Wealth Masterpiece Just as a skilled architect meticulously plans every detail of a house, we orchestrate your financial journey with the same precision. Welcome to The Dream Architect Life, where your wealth becomes the unshakeable foundation upon which your aspirations take shape.
Foundation of Wealth
Like a solid base ensures a sturdy house, your wealth foundation is paramount. Through our trademarked 4-step process, The Dream Architect, we help you to fortify your wealth plan to withstand life’s challenges, ensuring no cracks appear.
Purpose
Imagine your wealth as the blueprint, and your purpose as the guiding star. Aligning these paves the way for a meaningful financial journey that resonates with your goals and dreams for your ideal future.
Legacy
Just as architecture endures, so can your legacy. We help you create a lasting impact, participate in your legacy NOW, all while passing down your wealth and wisdom for generations to come.
Health & Longevity
A house thrives when its inhabitants are well. Similarly, your wealth prospers when you do. We work with outside health professionals to provide you with resources that can help you live a vibrant, healthful next chapter.
Experiences
The rooms of your life’s house are adorned with experiences. We curate strategies that allow you to relish life’s finest moments without compromising your financial security.
Embrace The Dream Architect Life – where wealth is the foundation, and purpose, legacy, health, and experiences complete the masterpiece. Let’s craft your financial legacy together.
The Dream Architect® Four-Step Process
Vision
During your complimentary discovery call, we’ll help you achieve clarity about your dreams for retirement. It can be hard to push past what you believe is possible and dream big. We’ll help you establish your vision for your perfect future. We’ll learn about your financial foundation, along with your goals for yourself, your family, and your legacy. Finally, we’ll help you design your vision for your perfect retirement.
Blueprint
Once your vision is clear, our family of advisors will dig deeper to prioritize your goals for your perfect retirement. We’ll conduct a risk assessment on your portfolio and run it through several market scenarios to determine if your plan has the potential to withstand potential obstacles. With a solid blueprint in hand, we’ll recommend improvements with your dreams and goals in mind.
Build
With your vision and blueprint completed, it’s time to build your perfect future. We’ll construct your customized wealth plan that includes a crucial component for success — an implementation schedule. Each build is personalized and tailored for your unique vision, values, and purpose. At the end of this step, you’ll have a plan to live by every single day.
Maintenance
After we have partnered with you to establish your vision, construct your blueprint, and design your future, we’ll meet with you one to three times each year to ensure success. During each meeting we’ll share updates, optimize your current blueprint (if necessary), and ensure it remains aligned with your vision, your values, and your purpose for the future. Although we’ll have a regular review schedule, our family of advisors are available for you anytime.
