Our Proven Process
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