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Four Steps

To Beyond Conventional

Our 4 Step Client Experience:

Process-Driven Financial Strategies vs Product-Driven Strategies


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 Financial Strategies vs. Micro Financial Strategies (Process vs Product)
REVIEW OUR BLUEPRINT STRATEGIES:
REVIEW THESE FINANCIAL Strategy MYTHS:
  1. When I pay back a 401k loan, I am paying myself interest
  2. Retire early - use a 401k
  3. Fund education - start 529 plan
  4. Need life insurance - buy term
  5. 15 yr amortization > 30 yr amortization
  6. Low deductibles means cheaper insurance
  7. Promote unsecure debt
  8. LI is no longer needed in retirement
  9. The real value of actual vs annual rate of return
  10. Real Estate not accepted asset class
  11. Risk minimization via investment asset diversification

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 Financial Strategies 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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