Our Process
Our Process
Let’s Strengthen Your Wealth Strategy
When it comes to learning Brazilian Jiu-Jitsu, there are four basic stages that measure your progress during training. Just like financial planning, each stage builds on the next. As you work your way through the wealth planning process, you strengthen your understanding of your finances.
Stage One – Survival: Discovery Meeting
We want to learn more about your personal situation, identify your goals, time horizon, and risk tolerance. Your survival requires you to be transparent so we can identify where you are and where you want to be.
Stage Two – Defense: Review Your Financials
Once we fully understand what you’re up against, we find the right strategies to help you manage your finances. Just like in any sport, the best offense is a strong defense. Whether it’s gathering your financials or reviewing your financial facts, We build a defense through identifying your financial picture.
Stage Three – Control: Create A Financial Plan
Here is where we create a wealth plan that offers actionable advice. This is where you gain the competitive edge to advance your position and fight through your financial plans with a goal in mind. By gaining control, you’re better equipped to protect and grow your wealth.
Stage Four – Offense: Implementation
As we reach the final stage, we help you implement the steps to accomplish your goals within a timeline. Since you’ve worked through the entire process, you can create a better financial future with ongoing guidance.