Our planning process is a multistep transformation of your financial circumstances. Has anyone ever asked you, "If your financial life were perfect, what would it be like?" Don't you think your advisor should?
The following describes our process:
Step One: The Candid Conversation™
The first step is to discover the financial goals you most want to accomplish. Grand or simple, your circumstances are unique, and you deserve a custom-tailored plan to help you reach your goals. Prior to this meeting, we will provide the Clear Future Advantage™ Planning profile to help you prepare.
Step Two: The Clear Future Analysis™
There can be many ways to pursue the same goals. With a good understanding of your most important financial goals, we create and analyze multiple "what if" scenarios to see which strategies may best suit you. This step employs various sophisticated software applications, knowledge resources, and possible discussions with your attorney and tax professional.
Step Three: The Strategy Multiplier™
Our second meeting will detail the likeliest options to help you target your "Great Goals of Life" and what needs to be prioritized if all goals cannot be met. The essence of the Clear Future Analysis™ will be distilled into an easily understood Integrated Action Plan™.
Step Four: The Integrated Action Plan™
This puts it all together during our second meeting. The Integrated Action Plan™ is a written plan of action with definitive, agreed-upon strategies and target dates for completion. We are both held accountable for our respective "to do" lists and duties for completion.
Step Five: The Personal Progress Report™
No plan would be complete unless we monitor how we are progressing toward your goals. The Personal Progress Report™ shows how you are doing and what adjustments need to be made to ensure that the plan is exceeding your needs and expectations.