Small Group Strategy Sessions

Small group strategy sessions are usually held privately around a conference table for families, businesses and partnerships. The small group benefits from individual attention to their current issues as well as all the takeaways from a complete class.

Plan for the future because that’s where you are going to spend the rest of your life

1 Our first step is DiscoveryWe visit together to see if we’re a good fit. If not, we part as friends without wasting your time. Hopefully we are and we can discover where you are and where you would like to be in the future
2 The second step is to discuss your options this is really the most important step. Our job is to tell you the pros and cons of each option available until you are comfortable enough to move forward. Some people move quickly through these 5 steps some more slowly. Which is OKAY but we will not take the next step until you are ready.
3 The third step is to design your comprehensive plan together that protect and provides for you and your family.
4 The Fourth step is to deliver your custom build 5 star plan to you we will recheck and recheck to make sure everything is exactly as you planned.
5 the fifth step is to develop a high trust long term client partnership in your financial success. We do this by availability and paying it forward with client social and charity events.