Here's What to Expect
Personal Financial Planning
Systematic Process for Choices
Personal Financial Planning
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
Systematic Process for Choices
Personal Financial Planning
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 for Choices
Systematic Process for Choices
Systematic Process for Choices
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.
Getting Started - Creating Your Strategy
Your Personal Financial Roadmap® Meeting - DISCOVERY
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.
Your Fact$ and Options Meeting - PLANNING
You've engaged Financial Spyglass® and provided the essential items requested. This meeting is to ensure that your current situation is accurately represented in your plan and that options to accomplish the highest priorities are clear.
Your What It Takes™ Meeting - SOLUTIONS
With the current situation captured, you will receive your strategy and our recommendations for the highest probability of success. Implementing your strategy is where the results come from.
In Sync for Success™ : An Ongoing Process
Your Risk$ Meeting - January to April
The purpose of this meeting is to analyze and address any gaps in coverage. You will leave this meeting, knowing that the appropriate coverage for your specific situation, should something unexpected occur.
Your Goals & Taxes Meeting - May to August
The purpose of this meeting is to measure the progress toward your goals and manage your strategy so that it is as tax-efficient as possible, and adjusting as appropriate, as life happens.
Your Dreams for Life and Legacy Meeting - September to December
The purpose of this meeting 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
