STEP ONE
Initial Meeting
We will meet to
discuss the Lifetime Economic Acceleration
ProcessTM. We will explore
the obstacles that stand in your path to financial independence, the
opportunities on which you want to focus, and your strengths and advantages to
be reinforced. You will be introduced to the PS&G
Model™, the powerful and proven financial
tool that will guide our development of wealth-building and protection
strategies.
We will describe
the Confidential Questionnaire, which is the first step in providing you with a
personal financial engineering analysis. This questionnaire is designed to be
easy and quick to complete. The completed questionnaire along with associated
financial documents will be needed prior to the next meeting.
STEP TWO
Questionnaire Review Meeting
You will complete a financial
questionnaire and gather documents essential to the evaluation and strategic
planning process. We will meet to discuss all of your "hard data" with you and
to obtain the "soft data"... your "editorial comments"... your goals and
objectives ... your plans and philosophies ... in short, what you'd like to
accomplish ... and, when you'd like to fulfill your dreams.
STEP THREE
PS&G Model Meeting
After gaining
a thorough understanding of your current position, concerns, goals, and dreams,
your financial information is documented--establishing your entire financial
blueprint on one page. This gives you complete clarity about your current
financial position. Together we evaluate
your current financial strategies to determine if they will generate abundant
wealth, provide maximum protection, eliminate your concerns, and reach your
lifetime goals and dreams. This “macro-manager” approach will help you work
better with the “micro-managers” from whom you have already purchased financial
products. Together we will coordinate, integrate, or update these products to
enhance your financial plan.
We will first discuss your present
financial situation and then work with your future situation. Using the
PS&G Model™, we divide your financial
blueprint into three major
components: Protection, Savings, and Growth.
STEP
FOUR
Strategy Meetings
We discuss and evaluate which
alternative financial strategies could substantially increase your wealth and
assure the maximum protection of your assets, income, and life. Together we
design a plan that will allow you to spend and enjoy your money during your
lifetime, with no fear of running out, and still leave a substantial legacy.
STEP FIVE
The
Dynamic Wealth & Protection System
You will receive a
comprehensive, easy-to-understand summary of your new plan and a valuable
organizational system for your financial documents.
We will maintain the role of the Macro Manager for
your financial well being. We will
continue to meet regularly, and keep in contact via telephone, e-mail, and mail
so that we can respond to your changing personal circumstances, and offer
creative suggestions for future wealth-building strategies.
STEP
SIX
Lifestyle Security Builder Update
Review and update your financial model three times per
year.
How do you get started?
The Lifestyle Security
Builder™ is comprised of these six steps. The initial
consultation is at our expense.
Please contact us for an
appointment or for more information.
Let Lifestyle Security By Design
show you how to reach your full financial potential.