The Time of Your Life Program™
will empower you to discover and clarify a vision for your future – and the future of those people most important to you. You will create an entirely new understanding of dangers, opportunities and strengths – as they exist today and on the road ahead. You will always proceed with confidence towards important goals in your life, and know that your contribution has been truly meaningful.
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 process called The Time of Your Life Program™ :
1. The Time of Your Life Discovery Meetings™
During our initial meeting(s), we will explore and identify the most important goals you have for yourself, your family, your business and other important personal causes. These conversations will assist both you and us in identifying and understanding your plans for the future. We will also clarify your current financial situation, and establish benchmarks from which future progress can be measured. A thoughtful look at your plans for today and tomorrow is simply the first step toward discovering peace of mind.
2. The Critical Factors Analysis™
Drawing on the knowledge and experience gained through years of serving our clients, we utilize the information collected at our Discovery Meetings to form the basis of our analysis. Our primary focus is on identifying any strengths, opportunities or dangers that may affect your financial future.
Our work in The Critical Factors Analysis™ is based on information, statements and other materials that you provide. You are responsible for providing us with the requested information such that our work may be complete, accurate and provided on a timely basis.
3. The Breakthrough Game Plan™
The Breakthrough Game Plan™ will serve as a Road Map to guide you on your way to financial security. This Plan will provide you with confidence, clarity and a sense of control as you progress towards important goals in life. The Breakthrough Game Plan™ is our delivery of written recommendations.
4. At your request, we will:
• Co-ordinate the implementation of your plan • Provide regular reviews and updates
