ModeWealth - A Wealth Advisory Firms

The Modewealth method

1. COMPLIANCE AND Risk Reduction protocol

This is the first aspect in creating your wealth plan for the future. By helping you understand which assets you own are at risk from inside or outside liability, or if they have no risk, your Modewealth Advisor will then work with you to place the assets in four quadrants, giving you an easy visual for you to see what’s at risk and what you need to protect you and your assets.

2. The cash flow optics report

The second and most robust aspect is creating and implementing based on your Cash Flow Optic Report.. The (CFO) Report is updated at least once a year with any additions and revisions through the Business Continuity Program. 


The third part helps you to literally “keep more” of the money you make. The first year you are with us, our tax professionals will review your last two filed tax returns. The accounting review creates the foundation for future tax planning, saves you money, and helps avoid potential audits

4. Business Continuity Program

In the fourth part of the program, we’ll periodically review your current situation to see if there are any major life or business changes, update you on any legal or tax changes pertinent to you, and modify your Cash Flow Optics Report to reflect those changes. In addition, we notify you when state documents are required for keeping your entities current and any specific federal tax deadlines.

5. Advanced strategy implementation

The fifth section revolves around your retirement plan and we’ll review it annually with you as your estate grows. This helps ensure you’re using the most beneficial strategies to keep your money in your realm now and in the years to come.

The Modewealth Method is a five-part guided program designed to help make sure you are protecting your assets and passing them on to your loved ones in the most complete and efficient way, while minimizing your overall tax bill.

Throughout the year, you and your Business Advisor and other members of the Modewealth team will cover the following parts of the Modewealth Method

Close Menu