The Peace of Mind Program™ is an advanced life planning process to help you achieve greater peace of mind about your businesses financial future. It also helps you achieve the important transformation that your business may need.
Building on the finding of The Fiduciary Review™, we meet with you to develop an overall plan for what actions needs to be taken so that you will feel greater peace of mind. Working closely with you, and your advisors, we fill any gaps in your planning, update your documents, and make improvements where necessary in your business financial affairs.
This is a collaborative approach to planning that ensures greater accountability, and on-going maintenance. We meet with you regularly to review progress made, and to determine what actions need to be taken next. In this manner, you achieve a high level of integration and organization for your business. We also put in place systems to ensure that any changes in your business are quickly reflected in your financial documents and procedures.
The Peace of Mind Program™ uses our proprietary system called Why-Based Planning. The principle is that all of your financial and legal affairs should reflect your overall life goals and values. In this way, we combine the what with your why, and as a result, you are able to protect and grow your wealth, protect and empower your family, and achieve what you really want in life.
As a business owner or executive, this why-based principle combines your overall business goals, with your financial and legal documents and procedure, your company is more likely to achieve its full potential. You are also better able to combine both your personal and business situation into one completely integrated plan in order to achieve important transformations in your life.