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UA Local 469 Apprenticeship Workshop
1
Jonathan Gengle
CEO / Investment Adviser Representative
Financial Self-Fulfillment
Investment Adviser Representative of, and investment advisory services offered through Royal Fund Management LLC, an SEC Registered Investment Adviser.
Introduction
- Who I am
- Why I'm here
Introduction
- What I believe
Investment Adviser Representative of, and investment advisory services offered through Royal Fund Management LLC, an SEC Registered Investment Adviser.
Lifestyle Planning
Money is a tool that can be used correctly or incorrectly to achieve specific needs and desires.
Lifestyle Planning
Investment Adviser Representative of, and investment advisory services offered through Royal Fund Management LLC, an SEC Registered Investment Adviser.
Tangible Net Worth
Tangible Net Worth
Assets - Liabilities
The higher your positive net worth is the greater your financial empowerment.
Mortgage
Auto Loans
Credit Card Debt
Home
Savings
Investment
+1,000
-300
+700
Investment Adviser Representative of, and investment advisory services offered through Royal Fund Management LLC, an SEC Registered Investment Adviser.
Intangible Net Worth
Intangible Net Worth
Currently, your greatest asset is your ability to work and provide a lifestyle that you desire while working towards future financial empowerment.
Assets - Liabilities
No Ability to Work
Ability to Work
+Time
-Time
Incapacitation
Empowerement
Investment Adviser Representative of, and investment advisory services offered through Royal Fund Management LLC, an SEC Registered Investment Adviser.
Manage, Mitigate, and Eliminate Risks
- Short-term unemployement
- Long-term unemployement
Risks
- Economic / Cyclical downturn
- Short-term Disability
- Long-term Disability
- Inflation
- Longevity
- Death
Investment Adviser Representative of, and investment advisory services offered through Royal Fund Management LLC, an SEC Registered Investment Adviser.
Strategize
- Identify goals
- Inform yourself
- What's aiding you?
Strategize
- What's stopping you?
Investment Adviser Representative of, and investment advisory services offered through Royal Fund Management LLC, an SEC Registered Investment Adviser.
Education
Average Monthly Income: $5,500
Education
Average Monthly Expenses: -$3,600
Average Monthly Expenses: -$4,000
Monthly Defined Benefit at Retirement: $4,000
Defined Contribution at Retirement: $350,000
+115% Contribution
Worker 2
Worker 1
Long-term Savings Monthly Contribution: $480
Long-term Savings Monthly Contribution: $400
Time (Years): 20
Time (Years): 30
+12.23% CAGR
CAGR: 6%
Future Value: $230,358.11
Future Value: $407,048.05
Investment Adviser Representative of, and investment advisory services offered through Royal Fund Management LLC, an SEC Registered Investment Adviser.
Decision
- Create a budget
- Allocate percentages of assets and income
- Allow your income to outpace your spending
- Eliminate bad debts
- Create a plan
Investment Adviser Representative of, and investment advisory services offered through Royal Fund Management LLC, an SEC Registered Investment Adviser.
Action
Action
- Eliminate choice
- Maintain a long-term outlook
- Make it automatic
Investment Adviser Representative of, and investment advisory services offered through Royal Fund Management LLC, an SEC Registered Investment Adviser.
Automate
- Remove the opportunity to make a bad decision
Automate
- Pay yourself first
- Maintain your plan's allocation percentages
- Small steps, discipline, grit
Investment Adviser Representative of, and investment advisory services offered through Royal Fund Management LLC, an SEC Registered Investment Adviser.
Personalized Consultation
- Initial Discovery and Analysis
- No cost, no obligation
- Fiduciary-based advice
- Fill out the request card
- Sign up on the appointment calendar
Our Process
Realization
The first step before embarking on any venture is understanding where you stand and what you’ve already accomplished. What’s good about your financial position and what’s left to be desired? Where do you hope to be in 5, 10, 20 years?
Discovery
Once we have a mutual understanding of where you stand, we can begin to sort through all of the financial items that make up your household. We gather detailed information about your financial resources, personal and professional ventures, spending habits, and risk tolerance.
Analysis
This stage considers all of the information previously gathered and uses various forms of analysis to structure options for the future. This is known as Wayfinding. We advise which pathways are best for where you want to go based on where you’ve been.
Implementation
Our journey begins by agreeing on a proper course of action by implementing specific allocations of assets based on our Analysis. These allocations are constructed to meet current and future goals.
Evaluation
During regularly scheduled reviews we will discuss the present course and future outlook of the plan we set in motion. Here we will make any corrections or updates to ensure we are maintaining the appropriate path to meet your goals. Clients should also contact us if there are any changes that could affect the outcome of our strategy.
The Next Step
www.WayfinderWealth.com
(623) 680-7122
info@wayfinderwealth.com
Investment Adviser Representative of, and investment advisory services offered through Royal Fund Management LLC, an SEC Registered Investment Adviser.