CORBETT ROAD SMARTLIFE

smartlife™ SERVICE LEVELS

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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

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smartlife™ FOUNDATION provides all of the ACCESS features and includes three annual reviews and foundational planning and advice.

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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.

It's Nature, Not Numbers

WHY IS smartlife™ DIFFERENT?

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.

About Corbett Road

We pride ourselves on our discovery process, comprehensive financial planning, a proprietary approach to tactical investment management, and a high level of client service. We appreciate the uniqueness of each of our clients and the relationships that result from partnering with them.

 

Contact Us

Toll Free: 844.688.4955

E-mail: info@corbettroad.com

7901 Jones Branch Dr, Suite 800 McLean, VA 22102

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Spire Wealth Management, LLC is a Federally Registered Investment Advisory firm. Securities offered through an affiliate, Spire Securities, LLC. Member FINRA/SIPC | DISCLAIMERS.

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