The Time of Your Life Program™ Beginning with The Discovery Process, we will explore and identify the most important goals you have for yourself, your family, your business and other important personal causes. Completing a review of your financial circumstances will allow us to provide advice designed to assist you in the achievement of your goals. Our initial work will involve a series of meetings with you to investigate your goals and financial circumstances, and to review the conclusions we reach. All of our recommendations will be evidenced in written form. At all times, we will treat your information as strictly confidential.
In our advisory relationship we follow a unique planning process - The Time of Your Life Program™
“There’s something unpredictable, but in the end it’s right. I hope you had the time of your life.”
- Lyrics by Greenday
Step 1: The Time of Your Life Discovery Meetings
Our initial meetings will consist of a series of conversations about you, your family and your plans for the future. These
conversations will assist both you and us in identifying and understanding your most important goals and objectives.
We will also talk about your current financial situation. A thoughtful look at your plans for today and tomorrow is simply the
first step toward discovering peace of mind.
Step 2: Critical Factors Analysis
Drawing on the knowledge and experience gained through years of serving our clients, we utilize the information collected
through The Discovery Process to form the basis of our analysis. Our primary focus is on identifying any strengths,
opportunities or dangers that may affect your financial future.
Step 3: Breakthrough Game Plan The Breakthrough Game Plan may be described as a Road Map to guide you on your way to financial security.
This Breakthrough Game Plan will provide you with confidence, clarity and a sense of control as you progress towards
important goals in your life.
When a client retains our firm in The Time of Your Life Program™ they can be assured of receiving a comprehensive and
personalized Breakthrough Game Plan.
