Your Dreams Matter
We believe everyone should be able to live the retirement they’ve always wanted.
If you don’t know where you want to go, how will you know when you’ve arrived?
At Spectrum Advisors, we guide you through our 5 Star Wealth Map, helping you define your financial goals and concerns while co-authoring a strategy to address them. This structured process ensures every step is intentional, leading to your personalized 5 Star Plan—a strategy uniquely tailored to you.
Discover – Understanding You
We start by understanding your financial needs, goals, and values to ensure alignment with your retirement plans.
Connect – Gain a deep understanding of what matters most to you.
Conceptualize – Share how we can help and what working together looks like.
Commit – Define the next steps based on mutual alignment.
Strategize – Refining Your Path
Using our 5 Star Plan, we turn what we’ve learned into an actionable strategy, co-authoring a plan that blends your priorities with our expertise.
Clarify objectives – Review the insights and priorities identified in discovery.
Refine assumptions – Adjust your initial strategy based on discussions.
Establish direction – Define the next steps to shape your 5 Star Plan.
Five Star Plan – Customized for You
Your personalized financial strategy comes together in your 5 Star Plan—a roadmap designed to provide clarity and direction.
Present & review – Walk through your tailored plan in detail.
Educate on strategies – Explore different options and financial approaches.
Prioritize action steps – Establish key next steps to move forward.
Implement – Putting Your Plan in Motion
Once your 5 Star Plan is finalized, we take action.
Implement strategies – Put your customized plan into action.
Keep you informed – Provide updates and ongoing communication.
Confirm completion – Ensure every step is executed properly.
Welcome – Your Journey with Us
After implementation, we ensure you’re fully set up for success.
Deliver your finalized plan – Provide a clear roadmap for moving forward.
Confirm ongoing service – Outline how we’ll continue to guide you long-term.
