Prosperity BlueprintTM
Your Prosperity BlueprintTM includes your overall plan and a set of strategies and tactics for:
1) Wealth accumulation
2) Wealth Protection
3) Wealth Preservation
We collaborate with you every step of your journey to keep you on the road toward financial independence.
- Discovery—We will meet to hear your story, to understand your values and goals, and to make an initial assessment of your current financial state of affairs.
- Prosperity BluePrint ™—Presentation of our complete analysis of your current situation and recommendations for how we can bridge gaps between where you are now to where you envision your future goals.
- Mutual Commitment—We’ll make a mutual decision about whether or not we can add value for you and if we should proceed to be of service to you.
- 45-Day Follow-Up—Ensure that any investment actions, insurance or other transactions are properly reviewed with written status.
- Regular Progress Reviews—Review any new developments in your personal, business or financial situation and how are you doing towards your long-term goals.