PLAN: A diligently tested, professionally optimized, step by step year by year action plan, which when faithfully followed is projected to successfully fund the personalized life plan you have created.

The PLAN has been stress-tested to anticipate inevitable detours and to pre-formulate advisable responses.

The PLAN provides clear, forward looking direction to selected money managers to ensure their ability to improve their money management decisions as they create a customized investment solution for you.

Supported by:

Pro Forma Financial Statements:

  • Sources and uses of Funds
  • Detailed Balance Sheets
  • Tax Returns

Ongoing Follow up

As an ongoing client you participate in a service plan that ensures your progress against plan is being tracked. Should you drift off course, you will be alerted and corrective measures actions will be recommended to you. On an annual basis you will receive an updated formal plan which incorporates the actual results and the lessons learned from the preceding year.

Don’t have a plan? Call us today at 1-855-355-0045.

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    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