The Planning Vision Process

Planning Phase

Implementation Phase

1

The Common Vision Process

Preliminary Get-Acquainted Meeting
Can we add value and work together?
Review of your needs through The Confident Progress Index

1-2 Hours

2

The Second-Half Focuser

Data Gathering and Visioning Process
Who you are, what do you have, and where do you want to go?

1-2 Hours

3

The Planning Vision Preview

Asset and Goal Confirmation
Preliminary net worth statement, goal restatement, basic projections

1-2 Hours
2-4 Weeks

4

The Confident Vision Presentations

The Confident Goal Analysis • The Confident Retirement Vision®
The Confident Legacy Vision®

1-2 Hours
2-4 Weeks

5

The Vision Action Checklist

Follow-up Meeting • Questions and answers
Review of changes • Discuss implement steps and arrangements

1-2 Hours
1-3 Weeks

6

The Vision Action Process

Putting Your Vision into Action
The Retirement Readiness Process • The Wealth Management Plus Service

Ongoing

7

The Confident Progress Index

Follow-up, maintenance, and tracking your progress
Regular review and adjustments • Ongoing advice

Ongoing

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