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.