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Phase 1 Equips
| Our Wealth Counselors, Analysts, and Planners analyze your plan in full view
of your vision, which we depict with a "castle in the sky" image like the one
below. Then we consider your
vision from the six different
perspectives depicted below as
part of Rubik’s Cube. Even if one
side of your vision looks perfect,
the other sides may have serious
problems that will undermine the
fulfi llment of your vision. We
address these problems during
Phase 1. |
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Professional Perspectives:
- Business Lawyer Guides Executives
- Philanthropic Planner Redirects Tax Money
- Investment Adviser Designs Portfolios
- Insurance Agent Manages Risk
- Accountant Files Tax Returns
- Tax Lawyer Implements Tax Strategies
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Our wealth counselor will help you review and rank 100+ different goals in
full view of your planning resources and planning tools available to you. Our
analysts will prepare reports to evaluate your balance sheet, asset management,
legal, tax, insurance, and investment documents from the 6 perspectives listed
above and then give you a “report card.” The planners will meet to help you
achieve an “A+” on your report card by combining any of 200+ services and
300+ tools to realize your vision. |
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Three Phase 1
Deliverables:
FWS, FC, & VPL |
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