How does it work?
We begin by understanding your goals and values by asking you to write a wealth intention statement. We listen, you dig deep. After taking inventory of your assets, liabilities, and understanding your cash flow we develop, in partnership with you, your financial independence and investment plan. As we move along, we will gather a to-do list of other areas of your wealth plan that need addressing, such as estate planning, insurance planning and cash flow planning.
Once you are clear on how to get your life into the “Prosperity Zone” we will provide you with a virtual copy of your plan and your action list. Over the next few months, we will follow up, provide referrals and make sure your action list has check marks next to each item.
It’s a year-long, four phase process designed to keep you on track and accountable… to yourself.
How can I learn more?