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Our Process

Explore Our Navigation 360 PlanningTM Process

Which Starts With The Financial Road Map® Experience

It is important that potential clients understand the process we use so you understand there is no hidden agenda. The Financial Road Map® is designed to help you explore your values, identify your goals and gain a clear understanding of your financial health and future direction.

It all starts with the Financial Road Map® which is an enjoyable and emotionally rewarding experience, and it highlights the key areas of your financial life to help you “Live Your Life on Purpose.”


Meeting #1: The Discovery Meeting

We’ll use this time to get to know one another and complete your complimentary Financial Road Map®. This valuable exercise is designed to help explore your values, identify your goals and gain a clear understanding of your current financial health and future direction.

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Meeting #2: The Implementation Meeting

In this meeting you’ll receive The Greatest Probability Strategy™ (GPS) which is a step-by-step implementation plan-of-action. Begin implementing the initial action items and recommendations as your team establishes your comprehensive written lifetime financial strategy.

 Within six weeks of this meeting, we will get together for Meeting #3: The Initial Progress Meeting.

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Meeting #3: The Initial Progress Meeting

This will be our first client progress meeting. You’ll assess your progress and we’ll have a substantial number of action items and recommendations for you since our review of all areas of your personal financial situation will be completed.

Your well on your way to getting your financial house in perfect order and keeping it that way.


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The Annual Meeting Process

For those that have made the decision to become part of our Ideal Client community, we have three meetings a year, one every four months.  At this point we’ve worked hard to get your entire financial house in perfect order, so you can focus on things more important to you than money.

Annual Meeting #1: The Comprehensive Safety Review

As the name implies, during this meeting each year you and your Trusted Advisor will explore the risks to your comprehensive written lifetime financial strategy. We will ensure that there is a sensible strategy in place for every risk of which you, your Trusted Advisor, and your entire Deliverables Team can conceive.

 Four months later we’ll have Annual Meeting #2: The Goal Progress Outlook Meeting.

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Annual Meeting #2: The Goal Progress Outlook Meeting

You will leave The Goal Progress Outlook knowing your number. That is the single simple number required be on-track for achieving every goal you’ve set.

 Once per year we will “dive deep” into every one of your financial objectives with you and provide you with the numbers necessary to fund each goal. Our Subject Matter Experts will share The Goal Blueprint which has been prepared for each of your goals detailing both the strategies and the tactics currently in-place which are creating the greatest probability you will achieve each one by the target date you’ve set.

Four months later we’ll have Meeting #3: The Annual Review.

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Annual Meeting #3:  The Annual Review

Put simply, The Annual Review is all about implementing all those routine course corrections required to keep your comprehensive written lifetime financial strategy on-track and aligned with your financial objectives.

Things happen in life. That’s why we need to meet with you once every four months for a comprehensive client progress meeting. One of those meetings each year is a thorough annual review. As with every progress meeting, we will have several crucial conversations and at this meeting each year we’ll go through The Correct Your Aim (CYA) client exercise.

Four months later we start all over again with Annual Meeting #1: The Comprehensive Safety Review.

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I would like to conduct a Financial Roadmap

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