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Life Centered Financial Planning

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

This is what I refer to as the “DEEPER” process.

  1. Discovery - We must focus on the big picture. We need to articulate and put into writing your purpose, values, goals and the realities of life. We can then use these to guide us to the tools, tactics and strategies that will be used to implement your plan.
  2. Estimating – a complete analysis and assessment of your personal and financial situation to determine what steps should be taken to meet your goals.
  3. Evaluation - We need to evaluate this qualitative and quantitative information and attempt to anticipate how your visions, values and goals relate to your resources. This will allow us to be prepared for and anticipate life events and transitions.
  4. Proposing – A thorough description of the recommendations and planning steps that can help address your goals.
  5. Execution – Once we have completed these first four steps we need a process of implementing the plan that we are developing. We need to develop an independent team of experts all focused on one common goal, your life centered plan.
  6. Review – Periodically reviewing and monitoring your progress is just as important as the establishment of your plan. A plan that is not implemented, acted upon or periodically reassessed could be subject to failure.

Is Your Money Being Used to Improve Your Life?

There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use money to live the best life possible with what we have––a concept known as Return on Life™ (ROL).

With ROL, money becomes a tool to help you live the life you want. Accumulating as much wealth as possible is no longer the primary objective of your financial plan.

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