543 North Wymore Road
Most successful people have a professional thinking system in their work or professional life. It is the single most important factor in their success. It is a process that is:
This professional thinking system produces a great result. It serves the employer, customers, clients, or patients in the best possible manner, and it produces income for the employee, professional, or business owner.
The income produced by the professional thinking system then flows into the personal financial sphere, and that is often where waste and loss occur. Do you have a personal financial thinking system? Is it consistent, organized, efficient, and optimized for best results? Are you getting the same level of efficiency and care that you are providing those whom you serve in your work or professional life? If you aren’t using a financial thinking system, the odds are that you are not.
Does this make sense? You work very hard to earn your money. Don’t you want to make the most of it? How much do you think you are losing every year? How much of what you will have earned over your working life will vanish for want of a financial thinking system? The answer: Too Much! Here’s how we can help.
We begin by learning about you, your family, your goals, wishes, desires, expectations, and dreams. We want to learn your definitions of financial and non-financial success, your progress to date, and your hopes for the future. What keeps you up at night?
We help you assemble and organize the information we need to understand your current situation. We use several techniques and software tools to efficiently extract the essential information without tediously focusing on minutia.
We show you where you are now, where the future may lead you under your current plan, and what risks may destroy your financial future. We help you recognize any disconnects between what you want to achieve and the logical consequences of your current course of action.
In this phase we will show you the changes you may want to make to your current plan and practices to move more directly towards your goals and to reduce or eliminate as many risks as possible. For every alternative course of action, we discuss the advantages and disadvantages of each, so you can make clear decisions in which you have a high degree of confidence.
No plan is complete, effective, or of any value until it is implemented. We coordinate the implementation of your SmartPlan with your attorneys, accountants, other advisors, and family members. We are happy to act as your intermediaries in the acquisition of insurance and investment products and investment advisory services.
As life evolves and changes, your SmartPlan must change. Thus on an ongoing basis, we will help you maintain your financial thinking system through life’s changing landscape, continuing to maximize, protect, and enjoy your financial wealth.