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Process2018-08-27T11:48:29+00:00

What To Expect

Our Financial Fitness Program closely follows the financial life planning process. As many people have very little experience with financial life planning or don’t understand what it entails, we encourage you to explore that process below. Taking a disciplined, proactive, and collaborative approach to this process is the key to helping you live financially fit.

We develop and strengthen trust by establishing and demonstrating the importance of understanding your values and priorities.

We facilitate a discovery process that will engage your heart and mind while also providing important insights regarding your unique frame of reference.

We assist you in developing a vision of the future that will inspire enthusiasm and lay the foundation for meaningful life and financial goals.

We present your financial plan and advice in a way that communicates an understanding of your concerns, interests, and aspirations while effectively linking financial strategies to your life goals.

We utilize proven strategies to keep you engaged, motivated, and on the path to achieving your financial goals.

What We Do

Enrollment

The enrollment period is the starting point for your financial fitness. We help you get organized, set goals, and make a plan.

HOW DO WE START?

Membership

After the four month enrollment period, we continue to help execute your plan and regularly update it to empower you.

HOW DO WE EMPOWER?

Investment

Investing is integral to your financial fitness. We help you invest wisely and stay invested with a disciplined approach.

HOW DO WE INVEST?

What It Covers

Financial Fitness focuses on numerous areas of your life.  With personal finances, there are many questions, concerns, and obstacles. Here are some of the primary components we cover and address together to help you live financially fit:

Lifestyle Design

  • Goals & Priorities
  • Purposeful Work-Life Balance
  • Lifestyle Projections
  • Legacy Planning – Charity & Education
  • Net Worth Tracking
  • Cash Flow Management
  • Debt & Credit Management