An inspiring strategy for your Real Financial Life!
Here's What to Expect
Real Financial Planning
Comprehensive & Collaborative
Comprehensive & Collaborative
Offering comprehensive, personal financial planning through the In Sync for Success™ money system to help you, as our client, align all your financial decisions with what is really important to you: your goals and your values.
Comprehensive & Collaborative
Comprehensive & Collaborative
Comprehensive & Collaborative
We coordinate and clarify financial planning, money management, tax, estate, and insurance planning with our strategic partners using our process; continually optimizing every aspect of our clients’ financial lives.
Systematic Process
Comprehensive & Collaborative
Systematic Process
You, our clients describe the peace of mind which comes from knowing you are making the right choices through a systematic process; confident that both you and your team are held accountable for doing what you tell us will make it possible for you to live your ideal life.
Creating Your Strategy
EXPLORATION - Your Personal Financial Roadmap® Meeting
Take the opportunity to create your personal Financial Roadmap ® so you can do even more of what is most important to you. By the end of this meeting, you will know whether the guidance you seek, aligns with the way that Financial Spyglass® serves our clients.
VISION - Your Priorities 1st & What Ifs Meeting
You've engaged Financial Spyglass® and provided the essential items requested. This meeting is to ensure that your current situation is accurately captured in your plan and that options to accomplish your highest priorities, are clear.
KNOWLEDGE - Your FLP: What It Takes™ Meeting
You deserve an inspiring strategy for your Real Financial Life, with engaging navigation touchpoints for the highest probability of accomplishing what is most important to you.
Executing Your Strategy - engaging navigation touchpoints
Your Risk$ Meeting - January to April
Is to address any gaps in coverage. You will know the appropriate coverage for your specific situation, and next steps.
Your Goals & Taxes Meeting - May to August
is to celebrate the progress toward your goals executing your strategy as tax-efficiently as possible, adjusting as appropriate, for what life brings.
Your Dreams for Life and Legacy Meeting - September to December
is to ensure that you are living the life of your dreams now, as well as establishing your legacy for what is most important to you.
Partner for a Higher Standard
