Young Client Story
Meet someone just like you...
Read about their planning experience to gain insight on what you could expect.
Eric & Michelle
- Mid-30's with two kids, ages 5 & 2
- Both work with combined income of $150,000/yr
- Want to provide for kids' college and their retirement
Contact us to learn how our financial planning process can help you.
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Their Planning Experience
Our Accumulation Planning Process is geared towards clients in their 20’s, 30’s, and 40’s looking to build great financial habits they can use to help build significant wealth over time.
The process is highly educational and focuses on protection, cash flow management, savings, debt management and investing.
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Step 2
Get Organized
Living Balance Sheet® Website
We give you access to a confidential personal financial website. You can see your entire financial picture in one place and your account values are updated daily. We then show you your strengths and weaknesses, so we can help identify opportunities for improvement.
Step 4
Automate Your Savings
Cash Flow Analysis Meeting
We evaluate every dollar you earn and where it goes to make sure cash flow is not slipping through the cracks. Then we make sure those dollars are finding their best use within your plan. Finally, we automate your cash flows, so you stay on track.
Step 6
Your Plan Becomes Reality
Ongoing Review Meeting Process
The biggest benefit of a 40 page financial plan is that it looks good on a bookshelf while collecting dust. Our plans update daily, use automated habits, and are reviewed with you several times a year, so they change as quickly as your life does.
All scenarios and names mentioned herein are purely fictional and have been created solely for training purposes. Any resemblance to existing situations, persons or fictional characters is coincidental. The information presented should not be used as the basis for any specific investment advice.