MEET YOUR TEAM HOW WE HELP LEARNING CENTER FREE DOWNLOADS GET IN TOUCH CLIENT LOGINS “If you don't know where you're going, any road'll take you there” -THE CHESHIRE CAT SOLUTIONS GETTING STARTED VALUES Ready to Get Started? SCHEDULE A TIME TO TALK The Wealth Planning Process At Callesen Wealth Management You need a personalized map that navigates your financial life. This map needs to take you where you want to go. It is composed of your dreams and aspirations for your family’s future and should provide the means and the route to get there confidently. The Good News Is… We are in the map-making business! We have a multi-step process to construct your personal wealth plan that we’ve built with you in mind. This process anticipates roadblocks, identifies alternative routes and plots the best way forward. We update this plan annually and help guide you at every turn. Developing Your Personal Map First, we’ll create a comprehensive wealth plan. Then, choose an appropriate investment model. Finally, we’ll share an ongoing relationship of education, communication and reevaluation. Our Investment Planning Process Finding long-term success in portfolio management means thinking about portfolio development as a journey, not a destination. Today’s financial markets receive and digest information faster than ever. This makes a rigorously defined and proactive approach the most prudent way to manage your irreplaceable capital. We take a long term view to investing. We know that the “buy, hold and hope” strategy that worked so well in the 1980’s and 1990’s has not served many investors well since the 2000 market crash. This new era of investing, unlike the 80’s and 90’s, is characterized by extreme volatility, sovereign risk, and investor uncertainty. Bearing this in mind, we developed the following steps to guide our portfolio decisions. Step 1: Investment Committee Review of the Technical Environment Step 2: “Stock Screening” Process Step 3: Monitoring the Portfolio Daily Step 4: Annual Portfolio Refresh Manistee Office 331 First Street PO Box 396 Manistee, MI 49660 Phone: (231) 723-8373 Fax: (231) 723-5588 Toll-Free: (800) 828-6655 Grand Rapids Office 1500 E Beltline SE Ste 205 Grand Rapids, MI 49506 Phone: (616)512-9229 Fax: (231) 723-5588 Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Callesen Wealth Management are not affiliated. The information given herein is taken from sources that I FP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and its advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors. Powered by Twenty Over Ten