Red Carpet Retirement™

Making Work Optional with WellAcre Wealth Management, LLC (Ep. 2)

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What is it like to work with WellAcre Wealth Management, LLC, and how do they make work optional?

In this episode, Adam Scott, CFP®, describes the Red Carpet Experience of working with WellAcre Wealth Management. Adam covers the significance of being a fee-only financial planner and the importance of their patented Lunar Landing Wealth Management Formula™.  Adam goes over what someone can expect when they call the office to arrange a meeting with him and describes the Lunar Landing Formula, designed to make work optional. This includes a description of four of the main pillars of Advanced Financial Planning.

Adam discusses: 

  • A recap of what it means to be a fee-only financial planner from the previous episode
  • What to expect when you phone WellAcre Wealth Management and set up a Visions and Values meeting with Adam
  • WellAcre’s formula for smooth-sailing financial management 
  • The four main pillars of advanced planning
  • And more

    • Resources:

    • Meet Your Red Carpet Retirement™ Host Adam Scott (Ep. 1)

      • Connect with Adam Scott: 

      • LinkedIn: Adam Scott, CFP®
      • LinkedIn: WellAcre Wealth
      • WellAcreWealth.com

        • Phone: 310-220-4946

        ...more
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        Red Carpet Retirement™By Adam Scott