C3 Planning Process™

The C3 Process™ starts with your Retirement Plan Test Drive™ and takes you to the new, much higher level of tax and cash flow planning. By the end of the process you will have a custom retirement income plan and the confidence that comes from knowing you will achieve success as defined by you. You will immediately understand and begin to benefit from the financial benefits that accrue from directly linking your life plan with your investment plan. We call this – achieving convergence.

This process of achieving Convergence will result in the uncovering of opportunities whose value will be measured in the 100’s of thousands of incremental real future dollars.

The C3 Planning Process™ costs $5,000.

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    20 years of learning in a 10 minute read!


    Client Testimonial

    I am intimidated by investments and complex financial matters, but this gave me more confidence in my capacity to make appropriate decisions. I wish we had done this 10 years ago. One very important aspect of this whole process was working through with my husband what our values, hopes and expectations are.
    — Joan Belford
Emeritus Financial