Each of our clients journey through a 5 step process. By following this distinct and repeatable process we assure nothing is missed. Please take a moment and read each step in detail below.
STEP 1: FINANCIAL MRI
Data gather ins the critical first step. We call this step a "Financial MRI". MRI's provide clarity to the unseen and allow a skilled physician to diagnose and create an effective strategy for a patient's success. We function similarly with finances.
In a world full of noise and confusion, clarity is paramount. This is the first key to your financial success. How can you make a confident decision without first understanding what you have, why you have it and if its aligned with what you want?
STEP 2: ASSET PROTECTION
Proper protection allows our clients to grow their businesses with an unparalleled peace of mind. For example, what good is it to make millions of dollars if it could all be lost in a day?
STEP 3: CASH FLOW ANALYSIS
We have a conviction that cash alone is insufficient. The life blood of a business or personal finance is CASH FLOW. We often adapt the old adage to say, "Cash Flow is King". Cash flow either funnels to assets or liabilities. Analyzing cash flow and avoiding unnecessary waist is a vital step in our client's success.
STEP 4: WEALTH ACCUMULATION
By step 4 our clients know what they have, why they have it and are confident everything is protected and in alignment with what they want. At this point, it is time to build. Growing this business is your responsibility to those you serve, provide for and love. Not everyone thinks like you, takes risks like you and is passionate like you. Why do you think that is? You have a capacity unlike your peers and it is our responsibility to see you succeed
unlike any of your peers.
STEP 5: PERMANENT UNECESSARY DEBT ELIMINATION
Debt is not bad or good. Yep! You read that correctly. Debt is simply a tool. That being said, we abhor unnecessary and unproductive debt. It sucks the life out of cash flow and has a negative impact on growing a business. It is our objective to aggressively eliminate unproductive debt. Only productive debt should ever be used when necessary.