KYF Approach to Client Service

What LEAP^® Means

Lifetime Economic Acceleration Process™

Lifetime:
LEAP^® views your financial process as an ongoing lifetime experience. LEAP^® uses a comprehensive or holistic approach.

Economic:
LEAP^® seeks to make your money productive and efficient which may increase its performance over time.

Acceleration:
LEAP^® allows your money to have the potential to achieve an accelerated rate of return by using a unique financial process.

Process:
LEAP^® organizes and coordinates your money decisions into a financial model that is easy to follow and understand.

Step 1: First Meeting

We will meet with you to discuss the Lifetime Economic Acceleration Process™ and outline our method of Personal Finance and Wealth Building. You will be given a Confidential Financial Questionnaire, which is the first step in providing you with a personal financial analysis. The completed questionnaires, along with the associated financial documents, are a requirement of the next meeting.

Step 2: Questionnaire Review Meeting

Working with the completed questionnaire and the financial documents you have provided, we will examine your complete financial profile.

Step 3: PS&G Model Meeting

Using our economic model, we will present the results of our analysis in the areas of Protection, Savings and Growth. We will first discuss your present financial situation. We will identify the problems in your present plan, and then outline the resources that have been recovered to address the problems.

Step 4: Strategy Meetings

From the results of the model and our discussions we will begin to implement the strategies we have agreed to. Our goal is to maximize your wealth creation with minimal, and oftentimes, no additional out of pocket expenditure.

Step 5: Regularly Scheduled Meeting

We will maintain the role of the Macro Manager for your financial well being. We will meet with you on an annual basis to review and modify the plan to reflect any changes in your financial status.