Explore Our Solutions
Wealth Management and Financial Planning
smartlife™ is designed around you, your values, and your life, to create a better, more holistic financial planning experience that is flexible enough to adjust and/or change as your path does. By engaging with your plan and acting with intention, you take proactive steps towards attaining your goals and vision by design, rather than by default.
smartlife™ Access
smartlife™ Access is our introductory level into Corbett Road Wealth Services. Our Wealth Managers offer situational client-driven advice and assessment, annual review of accounts, and can be used as a sounding board for all financial matters.
smartlife™ Access offers the following:
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Recurring Reviews
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Monte Carlo & Cash Flow Analysis
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Asset Map®
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Nitrogen
smartlife™ Wealth
The smartlife™ Wealth experience offers all of the features of Access while also providing for additional reviews, advice, active coaching, education, and an accountability partner throughout the year to help ensure you execute your vision.
smartlife™ Wealth helps you create your vision, overcome roadblocks, and execute on your life goals in three phases:
DISCOVER
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Wealth Discovery
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Life Index
PLAN
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Wealth Plan
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Purpose and Values
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Goals and Action Steps
ACT
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HorizonView™
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Kinetic Advice™
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Education
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Coaching
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Accountability Partner
Investment Management
Our crfusion™ process focuses as much on the journey as it does the destination. By combining multiple investment management strategies (tactical, active, passive, etc.) we are able to better align your portfolio with you, your goals, your vision, and your targeted risk level. As a result, we feel you will be more prepared and confident to not only weather the inevitable storm when it comes but thrive despite it.