This five step process is a model for presenting financial strategies and solutions, representing the most current approaches and techniques of financial planning.
Our mission is to help clients make better decisions with their money to create more favorable financial futures for themselves, their families, and their businesses.
For over 30 years we have fulfilled this mission by helping clients implement The LifePlan Design Process™. This five step process is a blueprint for providing clients with direction and with capabilities for success. Our goal is to bring confidence and clarity to the financial planning and retirement process.
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The Meeting of the Minds™ This consultation establishes the basis for our relationship together. We want to learn more about you, understand the goals you have set for yourself and your family, and what you value the most. We will discover the values that drive your financial decisions through our Financial Values Conversation, and together we will navigate a path to the future you envision.
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The Critical Factors Analysis™ Through our comprehensive review we will reveal present needs, identify future goals, and discuss any financial concerns. We will present your Wealth Management Dashboard so you can see your complete financial picture, updated daily. Your Dashboard includes a Vault to safely store your important documents for quick and easy retrieval from any device at any time.
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Making Sense of it All™ Using best practices personalized to your financial goals, we will craft a clearly defined written Financial Plan. This will provide a strong financial foundation and establish a blueprint to guide decisions for the rest of your life. Your Financial Plan is tailored to you, your lifestyle, dreams, goals and aspirations.
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Your More Favorable Financial Future™ We will introduce wealth accumulation strategies, solutions to maximize family security, and develop a lifelong retirement distribution plan. We will be by your side to reassess your goals as your life changes, and to help ensure your own clearly defined path to success.
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The Personal Improvement Navigator™ The Personal Improvement Navigator is a comprehensive goal setting and achievement structure designed to help you measure your progress, and create the opportunity to remain proactive. As you approach retirement we will have The Retirement Conversation™, to help with emotional, intellectual, and social changes in your life.