Your Dreams Matter
We believe everyone should be able to live the retirement they’ve always wanted.
1
3
Discover - Understanding You
If you don’t know where you want to go, how will you know when you’ve arrived?
At Spectrum Advisors, we guide you through our 5 Star Wealth Map, helping you define your financial goals and concerns while co-authoring a strategy to address them. This structured process ensures every step is intentional, leading to your personalized 5 Star Plan—a strategy uniquely tailored to you.
Our 5 Star Wealth Map
2
4
We start by understanding your financial needs, goals, and values to ensure alignment with your retirement plans.
Connect – Gain a deep understanding of what matters most to you.
Conceptualize – Share how we can help and what working together looks like.
Commit – Define the next steps based on mutual alignment.
Strategize - Refining Your Path
Using our 5 Star Plan, we turn what we’ve learned into an actionable strategy, co-authoring a plan that blends your priorities with our expertise.
Clarify objectives – Review the insights and priorities identified in discovery.
Refine assumptions – Adjust your initial strategy based on discussions.
Establish direction – Define the next steps to shape your 5 Star Plan.
Five Star Plan - Customized for You
5
Your personalized financial strategy comes together in your 5 Star Plan—a roadmap designed to provide clarity and direction.
Present & review – Walk through your tailored plan in detail.
Educate on strategies – Explore different options and financial approaches.
Prioritize action steps – Establish key next steps to move forward.
Implement - Putting Your Plan in Motion
Once your 5 Star Plan is finalized, we take action.
Implement strategies – Put your customized plan into action.
Keep you informed – Provide updates and ongoing communication.
Confirm completion – Ensure every step is executed properly.
Welcome - Your Journey with Us
After implementation, we ensure you’re fully set up for success.
Deliver your finalized plan – Provide a clear roadmap for moving forward.
Confirm ongoing service – Outline how we’ll continue to guide you long-term.