The Planning Vision Process
The Common Vision ProcessPreliminary Get-Acquainted Meeting
Can we add value and work together?
Review of your needs through The Confident Progress Index ™
The Second-Half Focuser™Data Gathering and Visioning Process
Who you are, what do you have, and where do you want to go?
The Planning Vision PreviewAsset and Goal Confirmation
Preliminary net worth statement, goal restatement, basic projections
The Confident Vision PresentationsThe Confident Goal Analysis™ • The Confident Retirement Vision®
The Confident Legacy Vision®
The Vision Action Checklist™Follow-up Meeting • Questions and answers
Review of changes • Discuss implement steps and arrangements
The Vision Action ProcessPutting Your Vision into Action
The Retirement Readiness Process™ • The Wealth Management Plus Service™
The Confident Progress Index™Follow-up, maintenance, and tracking your progress
Regular review and adjustments • Ongoing advice