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Our Planning Process

At Annuva Financial ……………….

Our Unique Process

The True Wealth Transformation

Data collection

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Guaranteed ROI

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The Enligtenment Experience

Explore how to maximize your assets, reduce your taxes and increase your net spendable income during retirement

The True Wealth Discovery

What’s your ideal future? This is our first session to asses your current financial situation and how you imagine your financial future

The Strategic Design

We will analyze and prepare your strategic options that will assist you in achieving your specific financial goals

The Success Formula

This session will show you powerful,  personalized illustrations that will paint your financial future

The Refinement Process

This process of colaboration with your advisor is designed to explore and finalize financial strategies, products and vision

The Action Blueprint

You and your advisor initiate preliminary steps for your Financial Blueprint which includes paperwork, approval, and coordination with the financial institutions specifically for your strategies 

The Implementation Experience

Once all the paperwork is completed and approved funds are transferred directly to the institutions of your choice.

The Accountability Factor

Every anniversary we meet to review you Financial Blueprint and asses its performance and make sure everything is on track and make any necessary changes

There is a big difference between wealth and income. Knowing I have a million dollars doesn’t tell me the lifestyle I can enjoy from that million. What I care about is the lifestyle.  So you can forget fund values, income is all that matters. Just knowing how much money you have doesn’t tell you how you can live. You need to know how much you can buy.

Robert C. Merton

Noble Prize Wnning Economist

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