SOAR TO SUCCESS / Feature Article retirement, get clear on where they are now and where they want to be. 2. Blueprint Once a vision is established, the team at Sweet Financial does deeper dive analyses to help understand how the client’s portfolio might withstand potential obstacles. This helps paint the picture of what it looks like to achieve their dreams. 3. Build This is where a customized plan is created with an implementation schedule for success! The client’s goals and dreams are unique to them, and they should be at the center of the plan. 4. Maintenance To help create fulfilling retirement years, it is important to ensure that goals are updated through the years and remain aligned with the overall plan. Going forward, you will see components such as health and longevity, legacy planning, high level experiences and more of the “what’s next” component added into The Dream Architect™. For the past ten years Sweet Financial has also been focused on helping women, whether they are business owners or navigating a major life transition such as widowhood, divorce, business sale, retirement or the like, to manage their wealth plan and build a successful retirement. “We have developed a program designed especially for our female clients called “Women Forward.” We educate and
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