We have spent years of tracking clients’ progress and closely observing the strategies employed to help them attain financial independence. Over time, a pattern emerged–one that seemed unrelated to the career, background, or financial portfolio of the client. From observing this pattern we were able to develop a process that works time and time again, for people of all backgrounds with a variety of financial goals.
We call it the Progression of Wealth® financial planning system, and it was developed at a time when no else was using a personalized process to help clients meet their financial goals. This system was not only effective, it was revolutionary.
Acquiring and sustaining wealth is a gradual progression, one that requires a considerable amount of thought and planning. Our process takes a comprehensive approach to financial planning and encompasses all aspects of retirement, with an emphasis on sustainability.