The Lifetime Total Care Journey™

While helping people chart their path to a life of significance and impact, and while walking beside them on life’s journey, we continuously evaluate our performance.

The result is a constantly evolving, ever-improving suite of capabilities, systems, and resources.

To make these accessible and relevant to you, we developed the Lifetime Total Care™ Journey.

It’s built upon what we’ve learned works best for our Ideal Clients and it’s why the steps within each stage are easily customizable to your unique situation and needs.

Let’s have a conversation to explore how we can help you live the best life possible with the money you have. It won’t take long for you to know if going to the next stage of our process is right for you.

Let's Have a Listening Session

Explore The Lifetime Total Care Journey™

A Trusted Introduction

Our best new relationships start when someone you trust, and knows us well, recommends you invest a little time in The Connection Visit.

The Connection Visit

We are not here to sell you anything… ever. We are here to serve and hold ourselves accountable for getting to the truth, to discovering what is truly real for you, where you are, where you wish to go, and how to get you there.

Real Reality Discovery & Analysis

A deep exploration of your current situation that reveals how to best finance your life, your goals, and the contribution you want to make to the people you care about.

Our Relationship Blueprint

Focusing on what needs to get done, we present a custom blueprint that fits your preferences, time considerations, as well as the tools and capabilities we think best fit your goals.

Your Lifetime Total Care Plan

A strategic, detailed, dynamic, and uniquely personal game plan for ensuring you can do what’s important to you, when you want, and on your own terms.

The Implementation System

As your financial guide, we coordinate a personalized blend of specialists, tools, systems, and resources dedicated to the effective and efficient implementation of your plan.

The Reality Checkup

A dynamic plan is never out of date. Ongoing celebrations of success, adaptation to changing circumstances, and regular relationship performance assessments combine to ensure your plan is powerfully connected to your real reality.