Wealth & Beyond Program

The Wealth & Beyond Program® starts from a different place than most financial planning processes. It begins by helping you clarify the things that are most important to you. The process then verifies where you are currently and identifies the gaps between where you are now and where you want to be. Once a gap is identified, a solution can be designed. It can be as simple as solving a current financial concern or as complex as revamping your entire financial plan.

With the Wealth & Beyond approach, your journey takes you to a place of freedom and inspiration. You have the opportunity to achieve clarity about what is most important to you and take specific steps toward achieving it.

The Discovery Process
We work together to discover what’s most important to you, which sets the direction for your financial plan.

The Red Dot
It’s important to start by detailing your financial picture today, like the Red Dot on a map “You are here.”

The Strategy Filter
We will present you with strategies that are tailored to your needs and goals.

The Fulfillment Plan
Making decisions and taking action create results. We guide you with this process.

The On-Track Monitor
We make sure you stay your course by monitoring your progress