| 1. |
The
Initial Interview |
|
We
meet to get know each each
other. |
|
|
| 2. |
Discovery |
|
What are your
goals and dreams? |
|
|
| 3. |
Philosophy
and Education |
|
The real
story of how your money works and what
our industry is not telling you. |
|
|
| 4. |
Your
Present Financial Status |
|
We
clarify where
you are right now. |
|
|
| 5. |
The
Model of Your Present Financial Status |
|
We
project what
you can currently expect from your
financial plan. |
|
|
| 6. |
Stategic
Model
Moves |
|
We
offer strategies to significantly
improve your financial expectations. |
|
|
| 7. |
Effective
Implementation |
|
On
your approval, we
take action on the plan. |
|
|
| 8. |
Annual
Performance Summary and Planning |
|
We
review, refine, and plan ahead. |
