Process 1. Life Optimization PlanningOur relationship starts with a guided discovery interview to help you clarify your needs, wants, and aspirations for the future. Our written Action Plan is designed to help you transform your vision into reality.1st Envision Your Ideal Future2nd Determine What You Can Afford3rd Set Goals Based on Your Vision4th Develop a Written Action Plan5th Implement Your Action Plan6th Adjust Course as NeededBy developing and following a prudent plan, adjusting in course as needed, you will decrease the likelihood of running out of money in retirement.2. Wealth Optimization ServicesImplementing your Action Plan, on-going investment management and financial advice Our wealth optimization services are designed to help you simplify, streamline, control, and protect all of your assets. Have a Question Name Email Phone Question Thank you! Oops!