How We Do It
How We Do It
All professionals start with a process. They want to find out what you are trying to accomplish and apply their services to help you work towards your goals. We incorporate the same three-step process used by the medical profession. When you go to see a doctor for the first time, you go through a three-step process:
STEP 1 The Diagnostic Phase: Where the doctor reviews your past medical history, your current symptoms (and if they are really good), your future objectives for your overall health.
STEP 2 The Prognosis Phase: Where the doctor takes all of that information analyzes and/or researches your case and comes back with…
STEP 3 The Treatment Phase: A specific and appropriate form of treatment to address your unique medical needs and objectives.
Our team essentially uses the same three-step process:
- First we go through a deep discovery process here we look at your past financial history, current financial structure and future financial objectives.
- Next, we do a thorough and in-depth analysis and return with a written prognosis and comprehensive plan of attack.
- Then, and only then, can we offer specific treatment, i.e., written recommendations, necessary to help pursue your overall financial objectives.