Discover
What are you trying to accomplish, and what is happening now?
90 Day Test
Project Clarity · Week 2
What should be meaningfully better 90 days from now?
Financial planning should help you make progress—not just give you more information. A plan can contain dozens of recommendations. The question is which decision deserves attention now.
The 90-Day Test · Video with George Vieth
One Priority at a Time
Retirement, taxes, investments, estate planning, insurance, cash flow, business and family decisions can all compete for attention. The goal is to identify which decision matters most now.
Project Clarity starts with what you are trying to accomplish, helps you understand the tradeoffs and identifies a practical next step.
A simple way to move forward
The Project Clarity 90-Day Process
What Should Be Meaningfully Better 90 Days From Now?
- Discover
- Prepare
- Decide
- Act
- Review
Prepare
Gather the information, understand the connected issues, and identify the tradeoffs.
Decide
Determine which decision deserves attention and choose the next step.
Act
Complete the agreed actions and coordinate with the appropriate professionals.
Review
Around 90 days later, measure progress and determine what deserves attention next.
What Could Be Your Next 90-Day Priority?
Executives
Equity compensation, concentrated stock, career decisions and work becoming optional.
Business Owners
Reducing owner dependence, business transition and coordinating business and personal wealth.
Pre-Retirees
Retirement timing, income, taxes and decisions before leaving work.
Families
Estate plan, beneficiaries, account coordination and family communication.
Start With One Question
What are you trying to make possible?
You don't need to know which service you need. Start with the question already on your mind.
Our first conversation is designed to understand what you are trying to make possible, what may be connected, and what deserves attention next.
Explore the Planning Assessment Center
Helping people make choices today they won't second-guess tomorrow.
This material is for general educational purposes only and should not be considered individualized investment, insurance, legal, tax, health-care, or housing advice. Individual decisions should be reviewed with the appropriate qualified professionals.
Investing involves risk, including the possible loss of principal. There is no assurance that any investment or planning strategy will be successful.
George Wealth Management does not provide legal or tax advice. Please consult a qualified attorney or tax professional about your specific situation.
Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Investments are not FDIC/NCUSIF insured; may lose value; are not financial institution guaranteed; are not a deposit; and are not insured by any federal government agency.