The Strategic Profile Process™ is a data-gathering and fact-finding discovery methodology that clearly identifies your crucial financial issues to be evaluated during the next twelve to thirty-six months. Creating a thorough inventory of your financial situation is the first step in tailor making the plan to best serve your unique needs.
The Critical Factors Analysis™ is a strategic evaluation of strengths and critical weaknesses present in your unique financial inventory. This process whittles down gathered data to clearly identify relevant factors.
The Breakthrough Blueprint™ is your easy-to-follow roadmap designed to help lead you to the potential achievement of your life goals. This process results in the development of a personalized Investment Policy Statement and Asset Allocation Analysis, as well as the eventual implementation of the Blueprint.
The Strategic Monitoring System™ provides for the planned periodic review and evaluation of investment assets under management and client estate planning goals. Adjustments are made as needed. Several processes are categorized under The Strategic Monitoring System™.
The Retirement Feasibility Solution™ is a critical strategic planning function that calculates projected retirement cash flow based upon employer pension programs and an individual’s Qualified and Non-Qualified assets.
The Entrepreneur’s Business Enhancement Process™ provides specialized one-on-one and team coaching to successful entrepreneurs and their management teams. The process is designed to provide dynamic strategies that position businesses for successful long-term growth and profitability.
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