The Peace of Mind Program™ is an advanced life planning process to help you achieve greater peace of mind about your personal financial future, and the future of the people you care about. It also helps you achieve important transformation in your life and your career.
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 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. We also put in place systems to ensure that any changes in your situation 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.