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TD Financial Management
Wealth Infrastructure
Client: —
Executive Summary
Client, this Wealth
Infrastructure plan is designed to help you move from
holding money to building a system that creates
security, clarity, and long-term wealth.
What We're Building
Security & Safety Net: A cash system that
protects your business and personal finances.
Retirement Planning: A structured strategy
designed for consistency and long-term compounding.
Wealth Expansion: Diversified income and
investments aligned with your goals.
Client Goals
—
—
—
Completed Work
Completed
Deliverables (In Progress)
Stock Blend
A curated blend of stocks/ETFs aligned with goals and risk
tolerance
Clear rationale for each holding
Roth IRA Asset Allocation
Recommended allocation percentages
Contribution cadence and rebalancing guidance
Next Steps
Proposal
Phase I: Financial Infrastructure Build™
Required
One-Time Engagement (Auto-selected)
This phase establishes the foundation of your financial life.
Every client completes Phase I before optional ongoing
support.
Scope of Work Includes
Investment account setup & platform education
Roth IRA & retirement strategy (401(k) allocations &
distributions)
High-yield savings & cash management strategy
Life insurance review & alignment with long-term goals
Risk tolerance & investment behavior analysis
Trade education: buying, selling, and performance review