At Centura, we divide financial planning services into two categories: 1) Steps that make your plan just “good enough” and 2) Steps that actually move the needle and make a measurable difference in your wealth.

In this episode, Derek Myron and Sean Clark unpack the four steps that fall “below-the-line” and three steps that fall “above-the-line” in financial planning. They further explain the impact that each step has on your financial plan.

Derek and Sean discuss:

• What sets Centura Wealth Advisory’s Liberated Wealth® Process apart
  
• The importance of adopting a forward-looking approach to tax planning
  
• How Centura professionals collaborate with CPAs and estate planning attorneys to improve the client experience
  
• How balance sheet optimization works (and why it matters)
  
• And more
  

Connect With Derek Myron:

• Email: Derek Myron 
  
• LinkedIn: Derek Myron
  

Connect With Sean Clark:

• Email: Sean Clark
  
• LinkedIn: Sean Clark
  

Connect With Centura Wealth Advisory:

• (858) 771-9500
  
• Centura Wealth Advisory
  
• LinkedIn: Centura Wealth Advisory