To help bring order to life’s financial complexities, we use a systematic, independent, objective process. This helps ensure your financial world is:
During this all-important meeting, we will establish where you are now, and the specific goals you want to accomplish in order for you to experience those things that matter most to you and be more inspired to action. To achieve success, we must all be committed.
We are now ready to take our first step forward with your plan. With your approval, we will begin implementation of your comprehensive lifetime written financial plan.
We are at a point where it is necessary to measure and discuss our progress since the implementation meeting. We will review all actions that have been taken and their results.
These will take place every four months and be scheduled one year in advance. They will include:
Goal progress update
We will measure Your Progress Against Your Goals and review:
The annual review
We will address all actions taken throughout the year and review:
Each year we will cycle through a three meeting process on your behalf. These comprehensive meetings are done in concert with your other professional advisors (i.e. CPA, attorney, risk management specialists, business consultants, etc.).
As a result, there’s no more wondering whether or not the changes in your life – or the world – are being addressed and considered by your team of advisors. And meetings are not casual coffee-and-doughnut chats. Each has a specific purpose and desired outcome. Action items are assigned and accountability metrics are established to help keep your team moving forward and to keep everyone focused on pursuing the results you desire.
