smartlife™ ACCESS is the introductory level of smartlife™ and offers the following:
• 360° Client Risk Assessment
• crfusion™ Process
•. Annual Review of Portfolio and Financial Well-being
smartlife™ FOUNDATION provides all of the ACCESS features and includes three annual reviews and foundational planning and advice.
smartlife™ WEALTH provides all of the features of ACCESS and FOUNDATION with the addition of active coaching, mentoring, education, and unlimited advice throughout the year.
Typical approaches to Wealth Management, while well intended, typically lack execution and effectiveness because they fail to appropriately account for the most critical element. They fail to account for YOU.
• A financial plan alone can be insufficient and often becomes obsolete shortly after being created
• Shortcomings are usually the result of several decisions individuals make that fail to recognize and plan for their attitudes, habits, and natural tendencies
• There is a significant difference between “having enough” and living a life that’s aligned with your values, beliefs, and goals
Corbett Road believes it is not solely the numbers (financials) that inhibit one’s success, but their human nature. By taking you, your behaviors, and your values into account, smartlife™ creates a better experience; an experience that is flexible enough to adjust with you as your life changes and provides differing levels of advice that cater to your needs.