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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.

  1. The Discovery Meeting. At our initial meeting, we will have a conversation that we call our Discovery meeting. This meeting has two primary goals: to hear your story and to understand your values, goals and to visualize a picture of your Financial House today. We will discuss the opportunities and the potential challenges that you see in achieving all that is important to you. We will look at where you are, where you want to go and how we can support you on your journey to Financial Independence.

  2. The Prosperity BluePrint ™ Meeting. At this meeting, we present our complete analysis of your current situation and recommendations for how we can bridge identified gaps between where you are today to where you envision your future destination.  This plan forms the foundation for all of our work for you.

  3. Mutual Commitment Meeting. At this point, we will be ready to make a mutual decision about whether or not our firm can add substantial value for you and if we should proceed. If we agree to work together, we will execute the documents necessary to put the initial plan into motion.

  4. The 45-Day Follow-Up Meeting. We will meet and ensure that any investment actions, insurance or other transactions are properly reviewed with written status. We will share your BluePrint Process and enable you to have access to your plan on demand. We use wealth management software from e-Money which will allow us to collaborate at any time and anywhere you have a secure internet connection. 

  5. Regular Progress Reviews. The progress reviews, which we will schedule based on your needs, give us an opportunity to review any new developments in your personal, business or financial situation. We systematically review your overall progress toward your long-term goals. We repeat this systematic review schedule as long as we are working together. 

We recognize that your situation and goals may change over time. Our Prosperity Blueprint Process™ accommodates new developments in your life. The process may be restarted whenever we mutually determine that a new analysis is warranted.