PLANNING TOOLS
Financial Freedom Calculator
Enter the amount you can save each month in the Financial Freedom Calculator. Enter your age, when you want to retire, and the rate of return(I’d use 8% to be realistic), and find out if you are on track to reach your financial goal, whether that is financial security, financial independence, or financial freedom.
Total $ x .05 = Potential Income in Retirement.
*Disclaimer: This is just an estimate of what your potential income could be. A Comprehensive Financial Plan will factor in taxes, asset location, and inflation.
YOUR RISK NUMBER™
A Risk Number™ is a cutting-edge technology by Nitrogen Wealth that identifies your acceptable levels of risk and reward to ensure that your portfolio aligns with your financial goals and expectations.
STEP 1:
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains.
STEP 2:
After pinpointing your Risk Number™, we’ll analyze your current portfolio and make sure it aligns with your financial goals and personal preferences.
STEP 3:
We will show you an alternative portfolio that improves upon performance, diversification, and fees. Then we will review your progress toward your financial goals using the Retirement Map, which gives you a snapshot of whether you are on track to retire on your terms.
STEP 4:
Building a comprehensive financial plan and personalized investment strategy centered around what is most important to you.
*If you need guidance when completing the Risk Number™ questionnaire, click on the “Need Help” button at the bottom-right-hand corner of the landing page once you click “Get Your Risk Number.”
Get your personalized Risk Number below.
Financial Freedom Takes a Disciplined Saving Strategy
To create financial freedom, you need to adopt a pay-yourself-first approach. Putting away a minimum of 20% toward your future in high quality investments will get you closer to reaching your long-term goals.
Retirement Planning Checklist
Are you ready to take charge of your financial future and ensure a comfortable retirement? Momentous Wealth Advisors is here to help! We understand the importance of comprehensive retirement planning, which is why we have created a free retirement planning checklist to guide you through the process.
By following our retirement planning checklist, you will gain confidence in your financial situation and be prepared for going through our W.E.A.L.T.H process of financial planning.
Budgeting is not fun, but necessary when it comes to planning. We break it down into needs, wants and wishes. Download our budgeting worksheet below.
Planning First Approach
The Momentous W.E.A.L.T.H Worksheet
Download our two-page financial planning worksheet to help us start building your comprehensive financial plan centered around “What is Important To You.”
Portfolio Analysis
A portfolio analysis can make sure your portfolio is aligned with your Risk Number.™ Using Nitrogen Wealth, we will take a deep dive into all your holdings to access:
Your GPA Score which reflects how well your portfolio is constructed.
Your potential upside and downside during uncertain times.
Your fees and expenses.
Tax Analysis
Taxes play an important part of a clients financial plan. How you invest and where you invest your money is crucial to creating and keeping more of your wealth.
We have partnered with a service called Holistiplan to analyze your tax return to look for tax planning opportunities to save money now or in the future.
Take The First Step
Schedule a discovery call. Fill out the information below and we will be in touch.
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