The Trouble With Conventional
Traditional financial planning offers accepted practices that move people along a continuum towards improving their financial situation. This has worked reasonably well for people but it’s fraught with inefficiencies and old thinking that minimize gains, increase risk and don’t align with the clients’ intended outcomes.
If you want to retire well, and on your terms, you need to consider going beyond conventional financial planning. Here are several simple philosophies and strategies we consider and employ.
- Strategic Positioning Of Your Money
- Organization of All Your Financial Affairs
- Comprehensive Income Protection Planning
- Macro Financial Planning
- Client Education Philosophies
- Cash Flow Maximization Strategies (For Now and Later)
- Asset Protection Strategies
- Wealth Recovery (From Outside Factors)
- Wealth Strategies That Reflect Your Personal Values
Our 4 Step Client Experience
Process-Driven Financial Planning vs Product-Driven Planning
What are you trying to accomplish and why?
Creating Your Foundation
Where the experience begins. We start with a conversation to understand your financial life, goals, opportunities, and deficiencies.
How will you get there?
Creating strategies to integrate and coordinate your assets for maximum efficiency to achieve your ideal outcomes.
What are our best strategies and solutions?
Implementing Your Strategies
Implementing and engineering what will be most efficient in achieving your success.
With a changing environment, how will you stay on track?
Managing Your Progress
Systematically managing your financial blueprint. The client experience never ends.