The Precision Process

 

The Precision Process

Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow.

When your plans are complete, we will have accomplished much together. Your goals and objectives will be clear. The strategies employed to achieve your goals will be a reflection of what is important to you – to the realization of your planning ambitions. Beyond that, however, the planning we accomplish together will maintain a measure of flexibility. Some things, such as our principles, are quite immoveable. Other circumstances in our lives may change from time to time; Life Happens. Because we know your objectives may change over time, we approach financial planning as a dynamic, ongoing process that must be monitored and adjusted to coincide with the changing circumstances of your life.

The Precision Process™ is a trade marked process involving the following steps:

  1. Answering: What is it that you think "We" do?
  2. Discovery: (your current situation) What were you trying to accomplish?
    • Document Review
    • Family Tree
    • Net Worth Statement (develop if needed)
    • Cash Flow
  3. Defining Objectives:
    • Personal Planning
    • Liquidity
    • Core Wealth (min. defined capital)
    • Risk
    • Tax
    • Business Succession
    • 4 Types of Wealth
  4. Review: Understanding Your Current Plan Today, If You Do Nothing
    • Lifetime Financial Confidence
    • How We Can Help
  5. Proposed Agreement
    • What is the Cost
  6. Prioritize Action Steps
  7. Implementation / Refinement
    • Objective-Based Action
    • Coordination of Other Team Members & Advisers
  8. Preparing Heirs – Bringing Your Family Up to Speed on Your Plan
  9. Looking Up and Down a Generation Meeting