Step One: The Vision Crafting
Define your ideal financial and personal vision in this comprehensive interview conducted by a Personal Enrichment Advocate.
This session will serve to define your individual and family goals, identify any barriers or obstacles to achievement, and identify the capabilities and resources you have available to make your vision a reality.
Step Two: The Action Alignment
A financial and estate review allows us to evaluate your specific information and deepen our understanding of your needs.
We confirm our awareness of your intentions and determine the proper course of action.
At the close of this step, we prepare for the next meeting and introduce industry-leading technology that can provide you with financial visibility and streamlined access to your assets.
Step Three: The Enrichment Pledge
To help get you where you want to be, we prepare solutions based on the understanding of what your future looks like and the results of our analysis.
We present three unique phases of strategy: protection, asset allocation and cash flow analysis, and explain how they are aligned.
We also detail the foundational principles behind them, helping to ensure you have what you need to move forward.
Step Four: The Action Accelerator
The execution of your selected plans begins with Step Four.
We walk through the implementation elements of each strategy.
Our methodical orchestration of this process helps us ensure you have the coverage you need and the proactive communication to ensure your confidence.
Step Five: The Momentum Advocate
Maintaining momentum requires encouragement, regular updates, and guidance.
We will schedule periodic reviews to assess progress and remain in alignment with your priorities.
As your Personal Enrichment Advocate, we will work diligently to create lifelong value through ongoing, personal financial mentoring and support.
The Personal Enrichment Solution
Please click on each of the categories listed below to see its description.