WHICH LINE WOULD YOU CHOOSE TO BE IN?
If you selected the line on the right – congratulations!
Because we’ve seen the results of going with the “Normal” ideas, we’ve tailored our process to get Advanced results.
We call it Advanced Master Planning (our term for it) which is a comprehensive approach to getting you where you need to be.
In order to be Successful – every aspect of your Business, Personal Wealth, Lifestyle and Legacy planning need to be coordinated in order to form your Master Plan.
To do that, your role is that of the Owner and General Manager (think of a football team). Together we hire individual Professionals (Quarterbacks) who use their specialization to win that respective game.
Under our joint direction, we get all the games won so that the entire team wins the Super Bowl.
Here is the team that is required:
Each Client We Take On Follows This Path:
#1 - DIAGNOSE
You and I must be on the same page about what you need.
During this “Discovery” phase we gather all relevant data about your:
- Wealth Plan & Resources
- After-Sale Plan
- The Value of your Company
- Profit and Tax Analysis of the Company
#2 - DEVELOP MASTER PLAN
After we’ve studied every aspect of your Personal, Financial and Business needs. we develop an Advanced Master Plan together.
This Plan will provide details of:
- The Individual Steps and Timeline needed in Implementing the Plan
- The Prioritization of those steps
- Team Members that need to be included
#3 - IMPLEMENT
This “Prepare” phase puts the plan into action:
- Each component of the Master plan will be implemented
- Our Role is to Coordinate the Team
#4 - REVIEW & REFINE
You and I review and refine the Plan on a regular basis. As individual segments are implemented, we will be looking out for:
- Timelines and Completion Dates
- Adjustments that may be needed to issues that may come up
- Evaluation of the Team Member Performance
