Step 1      Intro­duc­tory Meeting

After get­ting to know each other and dis­cussing your goals and dreams, we will intro­duce you to the Life­time Eco­nomic Accel­er­a­tion Process (LEAP®). We will talk about the fal­lac­ies of cur­rent finan­cial and estate plan­ning and we’ll set your expec­ta­tions for the future.  You will leave this meet­ing with an under­stand­ing of my process and a Con­fi­den­tial Ques­tion­naire to be com­pleted prior to our next meeting.

Step 2     Ques­tion­naire Review Meeting

Using the com­pleted ques­tion­naire along with the finan­cial doc­u­ments you have pro­vided, we will dis­cuss your cur­rent finan­cial profile.

Step 3    Pro­tec­tion, Sav­ings & Growth Model Meeting

I will intro­duce you to the Pro­tec­tion Sav­ings & Growth (PS&G) model.  Using the infor­ma­tion obtained in our sec­ond meet­ing we will look at your present finan­cial sit­u­a­tion and iden­tify the effec­tive­ness or inef­fec­tive­ness of your cur­rent strategies.

Step 4    Strat­egy Meetings

Armed with the results of the PS&G Model meet­ing and our dis­cus­sions we will begin imple­ment­ing strate­gies to cre­ate addi­tional wealth with a min­i­mum of addi­tional expen­di­tures.  The num­ber of meet­ings will depend on the com­plex­ity of your per­sonal finan­cial situation.

Step 5     Wrap-Up and Review

After com­plet­ing and imple­ment­ing the ini­tial plan; we will meet with you reg­u­larly (at least once a year) to review and mod­ify your plan where nec­es­sary to reflect any changes in your finan­cial status.