savvy women plan on purpose

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Dorion-Gray Retirement Planning, Inc. 2602 IL Route 176 Crystal Lake, IL 60014 DorionGray.comSecurities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered throughSecurities America Advisors, Inc. Dorion-Gray Retirement Planning, Inc. Located at 2602 IL RTE 176, Crystal Lake,IL 60014-2225 is not affiliated with Securities America companies.

Savvy Women Plan ON PURPOSE

Presented by:

Patty Loris

Dorion-Gray Retirement Planning

Revealing Your Strengths as a Woman to Accomplish MORE

with your Money




Men are from Mars

Women are from Venus




Show you how to leverage your natural strengths as a woman to accomplish more

with your money.

Purpose




• Excited about your financial future• A new vision of what is possible with your money• More confident making financial decisions• Knowing what you want from your advisor

Benefits




Women’s Strengths?




Women’s Strengths?

Community Nurturing

Relationships

CommunicationPurpose Driven

Multi-Tasking




• Purpose: Gives you a focus and direction

• Nurturing: Embracing your desire to help others

Incorporating Your Strengths




• Multi-Tasking: A process to organize and systematize

• Community: An Environment conducive to learning





• Communication: An essential foundation to build trust

• Relationship: It goes beyond just the stocks and bonds





Your Purpose




Money Buckets




• Basic needs

• Two homes

• Travel

Money Buckets

Lifestyle = $500,000




• Investing for their future

• Down Payment on Homes

• Business Lending

• Values and Principles

Money Buckets

Provide for Children = $200,000




• Local Parish

• Bridges to hope

Money Buckets

Catholic Church = $100,000

• Women’s Cancer

• Homeless

Misc. Charities = $50,000




Money Buckets




A Proactive Process




1. Asset Management2. Liabilities3. Protective Strategies4. Estate Planning

A Proactive Process




1. Asset Management - Investments2. Liabilities3. Protective Strategies4. Estate Planning

A Proactive Process




1. Asset Management - Investments2. Liabilities – Debt and Mortgage3. Protective Strategies4. Estate Planning

A Proactive Process




1. Asset Management - Investments2. Liabilities – Debt and Mortgage3. Protective Strategies - Insurance4. Estate Planning

A Proactive Process




1. Asset Management - Investments2. Liabilities – Debt and Mortgage3. Protective Strategies - Insurance4. Estate Planning – Family Legacy

A Proactive Process




Asset Management

Investment Policies

Goals and Objectives

Tax Planning

Asset Allocations

Growth Strategies

Income Vehicles

Hedge Funds

Alternative Investments

Liability Management

Mortgages

Home Equity Lines/Loans

Portfolio Equity Lines

Personal Debt

Business Lending

Equipment Leasing

Letters of Credit

Protective Strategies

Life Insurance

Long Term Care Insurance

Indiana Partnership LTC Insurance

Annuities

Buy-Sell Agreements

Key-Person Planning

Disability Strategies

Retirement Planning

Legacy Planning

Gifting Strategies

Wills and Trusts

Powers of Attorney

Life Insurance

Annuities

Estate Tax Planning

Generational Transfers

Business Succession Plans

Employee Stock Plans

Proactive Wealth Process




Relationship Driven




1. Interpersonal Skills

2. Communication Skills

3. Knowledge & Expertise

Relationship Requirements




• 1 = Not at all

• 2 = Rarely

• 3 = At times

• 4 = Most of the time

• 5 = Yes, there is no doubt

Savvy Woman Evaluator




• 41-50 Points =

Savvy Woman Results




• 41-50 Points = I’m Smart and Savvy

Savvy Woman Results





• 31 – 40 Points =

Savvy Woman Results





• 31 – 40 Points = What I need is important

Savvy Woman Results






• 21-30 Points =

Savvy Woman Results






• 21-30 Points = I should expect more

Savvy Woman Results







• Under 21 =

Savvy Woman Results







• Under 21 = I need a NEW Advisor NOW

Savvy Woman Results




Think Again!!

Think Again!!

Think Again!!

It’s time for a change.




• What was the most compelling part of today’s presentation

for you?

• What are you going to do differently as a result of this

presentation?

• What was your score and what did you learn from your

Savvy Woman Evaluator?

What’s Next?




Secrets to Becoming aSavvy Woman

1. Define Your Purpose

2. Trust Your Intuition

3. Rely on your Strengths

4. Have a Process

5. Don’t Settle for Less




Presented By

Presented by:

Patty Loris

Dorion-Gray Retirement Planning

savvy women plan on purpose

Economy & Finance