Proven process. Real results.
Maybe you’ve already got a vision of the life you want to craft. Maybe not. Either way, your path is unique to you.
Life is messy and financial planning is complex. A one-size-fits-all approach won’t work.
That’s why we created the SHIFT Process. It’s how we discover the best path for you and ensure each step leads in the right direction. The SHIFT Process is where the rubber meets the road.
SHIFT Process
It’s hard to figure out where to go without knowing where you are. First we survey the situation: your lifestyle, your priorities, things you care about and things you don’t. What’s most important to you? What’s on your “I’d rather be __________” bumper sticker?
Your vision is starting to come into focus. Now it’s time to get your s*** together. Harnessing resources is about taking control of your finances – income, expenses, savings, investments, debt, insurance – all of it.
What would you be doing if you didn’t have to trade time for money? At this stage we’re going to dig deep and hold nothing back. What do you really want your life to be about? The point here is not to imagine being the richest person on earth, but rather to find your why. This becomes the center of your financial universe – your financial purpose.
Now it’s time to roll up our sleeves. We’ll focus your finances; you focus your time and energy. Having determined where you are today, what resources you have at hand, and the life you want to build, it’s time to take action. From here on out, each step is designed to move you closer to living your best life.
The only constant in life is change. No sooner do we step toward your best life, than the situation changes and evolves. Promotions and layoffs, home purchases and sales, surprise windfalls and expenses – to say nothing of the markets themselves. As the facts continually change, so too does your position within the landscape. Our Course Check Calendar is designed to tally the results and tune up your plan – keeping you on track for the long haul.
Your initial plan is outlined and implemented through the SHIFT Process. As circumstances change, your plan has to be tuned up to stay on track. Market changes, tax and law reforms, major life events, and even changes in your financial purpose or goals – these factors all demand revising your financial plan. That’s why we created the Course Check Calendar. By making reviews and updates in small pieces over time, we’re able to keep you on track without getting bogged down in endless meetings and giving you massive amounts of homework.
