Click on each model in the image below and learn how to: Build a Foundation, Accelerate Growth, Create a Legacy
You are living according to what matters most to you and it all becomes about work optional planning. Our Legacy phase emphasizes creation of a legacy that reflects who you are and what you consider most important in life as you transition away from your practice or career.
Once you have established a solid foundation, we coordinate the input of a team of professionals and integrate it within a customized financial plan for the business.
In this phase, we’ll work on making the business work harder for you and increasing your knowledge on critical business topics. The key benefit is that you’ll have more time to focus on your passions in life. You’ll have a confidential sounding board for big decisions along the way and for your family’s major events and turning points.
You gain enhanced clarity for where you are going with your Professional Corporation and how it all relates to your personal financial plan. Improved confidence comes from knowing that business fundamentals have been addressed and fully understood, which leads you into the Growth phase of wealth creation and management.