Step One: Establish an enjoyable work environment and relationship.
The establishment of an enjoyable work environment is the beginning of our relationship together. Honesty, sincerity, care, and respect need to be felt coming from both sides of the meeting table or computer screen if conducting a Web meeting. Only then will anyone be able to describe, ask, and answer appropriate questions to develop strategies to get to where we really want to go, not just where we think we need to be.
Step Two: Where are we?
Together we identify and evaluate past financial decisions and how they relate to what you truly want to accomplish in life. This will take some investigative work on your part as you gather current information about your finances and think about what you want to accomplish.
Step Three: Where are we going?
We will identify strategies and options that may improve upon those past decisions. It is not our job to just propose solutions but to describe options and how they relate so you can make fully informed decisions to accomplish not only your objectives but hopefully some of your dreams. To create an optimal Financial Synergy.
Step Four: How will we get there?
Finally, we explain and develop a Strategic Master Plan that outlines a series of implementation options to take you in the direction you wish. The design of this plan should have as much flexibility and efficiency as possible because living and enjoying life not as easy as just going from Point A to point B.
Step Five: Then, How Often Do We Meet?
You determine how often, how best, and how throughly you wish to have your Strategic Master Plan reviewed. After your tax returns are completed each year? Via email and the internet as questions and options arise? A scheduled 18 month face to face full review? A combination of these or other communication options? You decide what will work best for you and that is how we will proceed.