How Do We Work?
As independent Certified Financial Planners® (CFP®), we charge a coaching fee.
With Your Coach, you'll begin the creation of Your Financial Masterpiece Life with our three step process:
Step I: Define It... Where you are today - Getting to the starting blocks
1. Define your goals and dreams.
2. Determine your money blueprint. (how do you 'see' money in your life)
3. Lay out the current picture of your assets, liabilities, protection and cash flow as they are today.
Step II: Refine It... Recapture lost opportunities - Put yourself on the 'success' course
1. Learn how to make current money decisions play out for more efficient cash flow.
Implement the Investor’s Cash Flow model.
2. Protect your hard-earned monies in the most cost effective manner from life events such as an accident, disability, premature death, creditors, or lawsuit.
3. Create a financial system that helps to ensure that your assets, liabilities, protection and cash flow are optimized.
Step III: Maximize It... Implement Family Legacy Strategies - Put your turbo-charger in place
1. Implement systems to enhance the productivity and security of your money while ensuring alignment with your dreams and goals.
2. Implement Private Reserve Strategies to maximize your financial potential and recapture monies that would have otherwise left your plan. (www.SimplicitCapital.com)
3. Immediately begin to increase your cash flow and savings by creating & using Your Private Reserve.
Follow-up: Quarterly, Semi-Annual and/or Annual reviews.