Our Process

Our approach to goals based planning is designed to help successful business owners and professionals move beyond the benefits of conventional financial planning.

 

The program is for those individuals who wish to create value for their families and or the institutions, which have had a positive impact on their lives.

 

The program builds on the success of current financial plans, using sophisticated strategies, which may increase the value of current resources.

 

The program helps individuals transfer the rewards of a successful business or career to their personal lives. The program is for those individuals  wishing to move from Success to Significance.

 

 

 

 

THE INTRODUCTION

 

Typically, within 30 minutes we can answer two important questions:

 

Are we able to create value for you?

Do you qualify for our services?

 

THE DISCOVERY PROCESS

 

A data gathering meeting with your goals creating the framework of our mission. In some situations, this meeting may be combined with the Introduction Meeting.

 

An information request checklist is provided prior to this meeting.

 

THE CURRENT FACTORS ANALYSIS

 

Our planning staff overviews the steps you have taken to date. We then review your financial goals and objectives to determine how effective the current plan will be in meeting your needs.

 

 

THE STRATEGIC OPTIONS REVIEW

 

We provide an overview of the various options available to you to meet your objectives as well as our specific recommendations.

 

At this time, we begin assisting you with the implementation of the new strategies, tools and services that will help you achieve your objectives.

 

THE PROGRAM MONITOR

 

We provide a method to measure performance of the plan against your ever-changing needs. New tools are introduced to help you meet and plan for the challenges of the future.

 

A plan review schedule is selected and periodic review meetings are implemented.