a results-driven process
Your Roadmap to Success
Step 1
Intro Call
Let’s get to know each other and see if we’re a fit. No pressure or obligation.
Step 2
Get Organized Meeting
We centralize your most important documents, including your trust, prior tax returns, financial account statements, and insurance documents. Your family never has to scramble for information again, especially in a time of stress. If you are missing any of these documents, creating them will be part of our future priorities.
Step 3
The MWA Roadmap
The MWA Roadmap is the proven process, but your journey is specific to you. We listen and learn what’s important to you so we can tailor each step of the Roadmap process to your priorities.
What you can expect from the Roadmap process:
- Reduce stress
- Increase net worth
- Minimize taxes
- Portfolio construction with stocks, bonds and alternative investments (private equity and real estate)
- Increase cash flow
- Create a legacy plan to pass wealth to your heirs in a method that suits your family’s unique dynamics
Step 4
Meet & Repeat
We meet once or twice per year, in person or virtually, with calls and emails in between. Your MWA team guides you along the Roadmap as you monitor progress with the MWA Portal and Marina Wealth app. Each year, we’ll restart the Roadmap to cover each segment.
Are we a good fit?
We’ve helped dozens of people just like you. Explore our case studies.
Tyra
Grow net worth tax-efficiently and maintain flexibility
John & Daisy
Minimize taxes while in retirement, leave an inheritance for their daughter
Dan & Lola
Lower taxes while in peak earning years