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Four Steps

To Beyond Conventional

Our 4 Step Client Experience:

Process-Driven Financial Planning vs Product-Driven Planning


4 steps graphic


creating you foundation

Your Foundation

Where the experience begins. We start with a conversation to understand your financial life, goals, opportunities, and deficiencies. 

  • Your Financial Mindset
  • Your Financial Junk Drawer
  • Your Life & Wealth Goals
  • How Money Works
  • How to Increase the Velocity of Your Money
ASK YOUR SELF THESE FOUNDATION BUILDING QUESTIONS:


drafting your blueprint

Your Financial Blueprint

Creating strategies to integrate and coordinate your assets for maximum efficiency to achieve your ideal outcomes.

  • Organize Your Financial Junk Drawer
  • Model Strategy - 27 Components (Your Financial MRI)
  • Macro Planning vs. Micro Planning (Process vs Product)
REVIEW OUR BLUEPRINT STRATEGIES:
REVIEW THESE FINANCIAL PLANNING MYTHS:

implementing your strategies

Your Strategy Implementation

Implementing and engineering what will be most efficient in achieving your success.

  • Protect Your Wishes and Dreams 
  • Protect Your Assets  & Income Earning Ability
  • Implement Velocity of Money Techniques
  • Implement Financial Efficiency 
  • Implement Efficient Cash Flow & Debt Management
REVIEW OUR STRATEGY IMPLEMENTATION:

managing your progress

Managing Your Progress

Systematically managing your financial blueprint. The client experience never ends. 

  • Plan for Only Constant…Change
  • Proactive Planning vs Reactive
  • Re-calibrate Cash Flow
  • Annual Recapture of Efficiencies
  • Annually Update Income Savings Rates
REVIEW HOW WE TRACK YOUR PROGRESS:
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