Secure Your Wealth Care System™

Your Fujiyama Wealth Management Wealth Care System™ was created for high net worth individuals in order to provide the specialized expertise needed to guide you, through the financial implications of your life transition. Whatever transition you are facing such as Retirement, Inheritance, or Sale of Business, we show you the way you can potentially reduce tax burden. We will guide you to make smart decisions today, so we can help you establish a path to future financial security.

I. Strategy Call

In this 60-minute strategy call, we will ask you to provide us with an overview of your life transition. We will explain the Fujiyama Wealth Management Wealth Care System™ and how it has helped our clients work through the major problems caused by life transitions. We will assess whether Fujiyama Wealth Management might be a good fit for you and discuss our Financial Planning fees.

If we both agree it makes sense to explore a relationship more deeply, the next step is to schedule the follow-up Discovery meetings. We will send you contract paperwork, and a list of documents necessary to begin the transition planning process.

II. Discovery Meeting

In this 90-minute meeting, we will delve deeper into your financial and personal goals, and ask a series of questions to help us design a custom financial plan that meets your needs. You will share your investment goals with us. Your informed feedback will allow us to customize a financial plan that meets your needs.

III. Your Wealth Care System™ Financial Plan Presentation

Utilizing the information gathered, we will present a fully customized financial plan that will outline steps to be taken to help you successfully navigate your transition journey. We will go over each recommendation and action steps to be taken, one by one.

IV. Implementation Meeting

Within 3-5 business days after the presentation of your financial plan, we have a meeting to answer questions and/or provide feedback on our recommendations. Assuming the plan addresses your life transition objectives, we have a signing party to execute forms and celebrate your first step toward your financial independence!

V. Ongoing Progress Meetings

Life is not a straight line; it continues to evolve, despite our best-laid plans. We are aware that as life changes, money changes. Also as money changes, life changes as Susan Bradley, the Founder of the Financial Transition Institute states. We encourage you to meet with us regularly to ensure your transition plan is still on track. If you choose to continue to work with us, we will charge an annual planning fee.