Our Proven Processes

Step 1: Financial Game Plan Conversation (FGPC)

Step 2: Data Gathering

Step 3: Beyond Tangible Wealth Analysis

Step 4: Current Plan vs. 2 options (rough draft)

Step 5: More Analysis

Step 6: Current Plan vs. Other Options (final draft)

Step 7: Game Plan decision made by you (client)

Step 8: Take Action

Step 9: Make In-Game Adjustments