Crafting Your Ideal Life
Imagine the feeling working with a team truly aligned with you so you succeed and achieve your goals for your reasons. You will feel confident that we are as equally passionate about maximizing your quality of life as you are.
Results Driven Process
Envision for the first time experiencing a one-of-a-kind process that fully integrates and aligns your most important goals (financial and non-financial), with your most deeply held values and all your financial affairs.
Your life will be SIMPLIFIED and you will be held ACCOUNTABLE. In our role as your Financial Organizer you will experience a proactive approach that creates a predictable result ensuring you have the highest probability of achieving what is most important to you, enhance your quality of life and actualizing your ideal financial future.
- Bring all of your financial documents. [Click for a list of documents to bring.]
- If you’re married, it’s important that you both attend.
Within six weeks of this meeting, we will get together for Meeting #3: The Initial Progress Meeting.
Now things really start to get exciting!
You will have as much contact with your Trusted Advisor and Deliverables Team Members as you require and desire. However, three times a year we will need you; and we will schedule vital Client Progress meetings for every four months. If we need to rearrange these dates to fit your calendar, as they grow closer, we have the flexibility to do so.
These meetings are essential for you and us both. You will appreciate hearing the progress towards accomplishing your chosen financial objectives, and these meetings are highly critical to us as this is the time to gather information and documents from you to coordinate your personal financial affairs.
The Annual Three Meeting Process
By this time we’ve worked hard to get your entire financial house in perfect order. To make sure it stays that way you receive three regular annual meetings, one every four months:
Four months later we’ll have Annual Meeting #2: The Goal Progress Outlook Meeting.
Once per year we will “dive deep” into every one of your financial objectives with you and provide you with the numbers necessary to fund each goal. Our Subject Matter Experts will share The Goal Blueprint which has been prepared for each of your goals detailing both the strategies and the tactics currently in-place which are creating the greatest probability you will achieve each one by the target date you’ve set.
Four months later we’ll have Meeting #3: The Annual Review.
Things happen in life. That’s why we need to meet with you once every four months for a comprehensive client progress meeting. One of those meetings each year is a thorough annual review. As with every progress meeting, we will have several crucial conversations and at this meeting each year we’ll go through The Correct Your Aim (CYA) client exercise.
Four months later we start all over again with Annual Meeting #1: The Comprehensive Safety Review.