How The Strategy Session Process Works...
- Financial Bucket Analyzer - We will perform and in depth income and cash flow analysis identifying opportunities for improvement to create long term wealth faster than your current plan.
- My Life Pyramid - Next, we analyze your financial pyramid for stability. We look at the financial products you own and put them through a comparison analyzer to see if there are more efficient solutions.
- Financial Dreams Analysis - Afterwards, we map out your dreams and the best path to take to ‘realistically’ achieve those dreams without assuming ridiculous rates of return or taking unnecessary risks.
- My Back Up Plan - Then we analyze your “Plan B” in the case that something happens to you, your job, your business, or your investments. We do everything we can to ensure maximum risk management protection at minimum cost.
- SET for Life Plan - Finally, we architect your entire financial life down on a simple one-page plan that maps out the rest of your life and how you will achieve your long-term goals.
The most amazing use of flexibility to watch my entire financial portfolio grow in ways that I never dreamed possible. It's hard to understand something can be this good and I can tell you from a personal level it is.