Coordination and Oversight
Typical plans are fragmented, built in silos. Wills and trusts from the attorney, insurance policies from the insurance agent, investment statements, bank statements, and on.
Having this fragmented approach with lack of coordination becomes frustrating.
We create a business plan for life, taking these elements and coordinate them together using a simple 3 step strategy:
- Analysis
- Game Plan
- Action Items
Guidance and Leadership
Great success with financial wellness is the sum of two elements: having a clear destination and keeping focused on the path. Self reliance is most likely the culprit on advancing, yet stagnation is usually where people are frustrated.
A team sport requires a coach that understands the players and how to create a winning environment. This concept is the same for you, planning is not a number and your life is not something that exists on paper.
This is how we are different, talking to you about what is important in your life and develop a life plan that means something to you.