Our Unique Process

Wouldn't it be great to be able to draw a line and say, "That was my old life.  Beginning now I am going to choose what I want to take from that old life and leave the rest behind to create the life I want to have."

Everyone comes to the planning table with their old life consisting of knowledge, experiences, resources, and baggage.  Our unique process, The Custom Lifestyle Strategy™ provides the framework for our clients to sift through their past and build their future.

The broad overview of this process involves:

  • Exploring and identifying the fears our clients face so they can be eliminated or at least minimized
  • Identifying potential opportunities so they can be prioritized and captured
  • Inventorying our clients' resources and talents so they can be maximized and supplemented where needed.

The 9 Steps to developing a Custom Lifestyle Strategy™ are:

  1. Answering the "Satisfaction" question and have the transformative conversation it inspires
  2. °Developing their "FORT Profile" (Fears, Opportunities, Resources and Talents)
  3. Establishing the communication protocol
  4. Developing the "important people" profile
  5. Developing the financial profile
  6. Goal layering:  Needs, Wants and Wishes
  7. Building the Interactive Financial Model
  8. Completing the Investment* Strategy Roadmap™
  9. Creating the "Action Timetable."

°The FORT Profile is based on the wisdom of The Strategic Coach™.