Randall E Daly, ChFC®

Wealth Management Advisor


Four-Step Planning Process

Wealth Optimization

With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process. Randall Daly uses a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focusing on what you value.

Randall breaks the planning process into four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.

Planning Horizon graphic
Discovery: Identify Vision & Goals
The first phase begins by identifying vision and goals. This is called the Discovery phase and this is where we identify your vision and goals to gain clarity around the current planning gaps.
Creative Solutions: Think about the Solution
The second phase is the Creative Solutions phase. In this phase we collaborate and discuss solutions to close the planning gaps that have been identified.
Strategy Deployment: Implement the Solution
The third phase is the Strategy Deployment phase. In this phase we implement the solutions specifically designed to close the planning gaps necessary to accomplishing the goals.
Results Management: Sustain the Results
The final phase is the Results Management phase. In this phase we established a plan to manage and sustain the results, providing the confidence the plan will work over time.

Working with a knowledgeable and experienced planner who has access to current technologies and a thorough understanding of tax rules and financial planning techniques is important. Working with an advisor who takes the time to understand your unique desires and goals is critical.

Randall will take the time to help you make that assessment, develop a plan that works for you, and provide you with the tools and strategies necessary to successfully implement that plan.

Copyright 2015 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.


When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it's a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, Randall Daly will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Let Randall Daly help you ensure your financial future is all you want it to be.

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