How We Do It

10800 BISCAYNE BOULEVARD
SUITE 700
MIAMI, FL 33161
PH: (305)722-0091
FX: (305)290-3382
www.SATWealthMan.com

Our Wealth Coaching and Wealth Management services at Stephen A. Taylor Wealth Management revolve around our Wealth Script process. Depending on your current situation and needs, we offer different ways to start our work together.

The Wealth SCRIPT Process

Like a Hollywood Film, the Great American Novel or the start of a new business, a Script tells you where to start, where you are going and where you want to end. Your Wealth Script is no different and should tell your unique story in exactly the way you want it to be told.

Start

What is your Origin Story? Where have you been and where are you now?
Do you have a full understanding of all your assets and liabilities?
What questions or concerns keep you up at night?

 

Create a Plan

Where do you want to go?
What plans have been put into place already either knowingly or unknowingly?
What are my priorities and goals? What am I working for?

 

Risk Factors

Do I fully understand the risk and reward of each decision I make?
Am I a Risk Taker, Risk Averse or somewhere in the middle?
Are my actions in line with the amount of Risk I am willing to take?

 

Investments

What Investments of my time and money have I made and why?
How will these personal and monetary investments get me to where I want to be?
Do I understand the true costs of these investments and what my other options are?
What is the right allocation between stocks and bonds, closely held businesses and real estate for me?

 

Protection

What steps have I taken to protect my investments from the risks I am willing to take?
What are my options for protection and how do I analyze the costs and benefits of each?

 

Transfer

What written plan do I have in place to provide for and protect my Spouse and Children in case of my untimely passing?
What do I want my Legacy to look like?

Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative; Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Stephen A. Taylor Wealth Management are not affiliated. Cambridge does not offer legal advice.