We will meet to discuss the Lifetime Economic Acceleration Process™. We will describe the Confidential Questionnaire, which is the first step in providing you with a personal financial engineering analysis. This questionnaire is designed to be easy and quick to complete. The completed questionnaire along with associated financial documents will be needed prior to the next meeting.
Using the completed questionnaire along with the financial documents you have provided, we will discuss your complete financial profile.
Using the information provided from your questionnaire and documents from our second meeting, we will present the results of the analysis that will map your financial future for Protection, Savings, Growth, Cash Flow, and Debt Structure. We will first discuss your present financial situation and then work with your future situation.
From the results of the model and our discussions, we will begin implementing the strategies we have agreed to that will aim to maximize your wealth creation with a minimum of additional expenditures.
We will maintain the role of the Macro Manager for your financial wellbeing. We will meet with you on a regular basis to review and modify the plan when necessary to reflect any changes in your financial status. When changes are necessary, we will make sure your plan will be implemented accordingly.