You need to know that you have a plan that makes sense for you, and that’s why our trademarked planning process starts by clarifying your vision and values. Then we help you identify goals that will move you toward that vision. Once they’re clear, then we can build a plan that adds up, and serves the only goals that matter; yours.
The Wealth Optimization System™ follows a simple flow: Discovery, leads to Clarity. When you have Clarity, it leads to Decisions. Decisions lead to Results. And when you get results, it leads to Confidence.
There are four quadrants to our process: Discovery, Creative Solutions, Strategy Deployment and Results Management.
- Discovery: Identify Vision and Goals
The first phase begins by identifying your Vision for the future, your Values, your goals, and then thinking clearly about the problem. This is called the Discovery phase and this is where clarity is achieved around your Vision for the future, the Values guiding your decisions, and the Goals that need to be achieved to get there. We’ll also clearly identify the Planning Gaps that need to be handled.
- Creative Solutions: Think about the solution
The second phase is the Creative Solutions phase where we think clearly about the solutions and make recommendations to close the Planning Gaps, and you make decisions about your next steps.
- Strategy Deployment: Implement the solution
The third phase is the Strategy Deployment phase where we help you implement the solution and move toward your desired results.
- Results Management: Sustain the results
The final phase is the Results Management phase where we continue to manage and implement the results. This assures you have confidence your plan will work over time.