The Exploration Session is where we will learn more about you, your needs, expectations and ideal future to determine if we can help.
During your Discovery Session we will further explore your current status to gain a deep understanding of your values, goals, concerns, and unique needs. We will also gather facts about your financial situation during this session.
Our goal is to help you achieve your financial goals, with a focus on Reducing, Eliminating and Recapturing tax liability to offset losses from Inflation, Market Losses and Higher Tax Rates.
During the Blueprint Session, my team and I will reveal solutions and recommendations addressing your most pressing concerns and priorities.
Next we refine your Blueprint to create the optimal design and complete the finishing touches.
The exciting part! During the Lifestyle Session my team and I finalize the Untaxable Wealth Blueprint you elected to put into action. This is when The Untaxable Wealth Lifestyle begins!
Building an Untaxable Wealth Lifestyle is an ongoing process. At each anniversary we’ll provide annual account statements and conduct reviews as well as assess our mutual accountability in achieving your Untaxable Lifestyle goals. As you advance through life and business growth, we’ll help you navigate changes and adapt your plan as your needs change.
Step 1 - Input Client Data
Step 2 - Current Plan Summary vs Proposed Plan Summary
Proposed Plan with Overview of Asset Class and Tax Class Diversification