It starts with a good listening to . . .
We have mastered a system that puts the client in control. We help each person define the why to plan, which are the psychonomic issues. We want to know what is most important to you.
Once we know that, we can begin working on the how to plan, the economics that are strategically aligned to your goals.
Before a Master Plan can be developed, you should know where you are now, where you want to be, and then what needs to be done and managed to get there. We accomplish this by using Forward Hindsight and your financial plan is modeled to age 100. Why to age 100? Since the Master Plan Management System has been created, 100% of our clients have asked us to make sure they do not run out of money. We know people want information and choices to make the best decision for them.