Step 1 Discover
Understanding “Financial Junk Drawer”, the “Rules of the Game” and “Money is Not Math and Math is Not Money” provides you with a new paradigm to constantly view your world.
Step 2 Identify
Using the completed questionnaire along with the financial documents you have provided we will discuss your complete financial profile.
Step 3 Visualize
Using your “Financial Game Board” you can see and understand how your income, assets, liabilities, and insurance may be optimally positioned, coordinated and integrated.
Step 4 Implement
Having identified opportunities or problems based on the your Model, you will decide which actions you want to make in seeking to improve your financial position.
Step 5 Achieve
By simultaneously increasing the efficiency and effective use of your money, implementing any desired action items, and participating in periodic reviews and updates, we seek to help you create greater financial opportunity and peace of mind.