Winners Circle
Wealth Coaching Program™
Step 1 - We begin by working to understand each client as a person: who they are, what they stand for, what are their values? what is their purpose? what are their priorities?
Step 2 - We help our clients clarify their ever-changing goals about the things that matter deeply to them. Through this process, we gain understanding about their true purpose for money.
Step 3 - We create a dynamic lifetime financial plan designed to empower our clients to live the one life they have the best way they can.
Winners Circle Wealth Coaching Program™ Elements that Holistically Integrate Life Goals and Financial Goals
Investment Policy Statement (IPS). Your custom IPS is a written investment plan that establishes your investment strategy and clearly outlines return and volatility expectations for good times and bad.
Dynamic Lifetime Plan™ (DLP). Your unique DLP integrates all of your lifetime goals with your investment policy statement. Because financial markets and your goals will change over time, your DLP is a living model for the future, with a focus on your progress as your priorities and goals change over time.
Personal Financial Policy Statement (PFPS). Your unique PFPS establishes the foundation and the framework to help achieve your lifetime goals. We apply the financial planning process, which includes your safety net, debt management, tax planning, education planning, retirement planning, legacy planning, and estate planning. We track your goals and progress, identify priorities and, working together, assign targets for completion.
Premier Professional Network™ (PPN). When your needs are beyond our expertise, you have access to the finest professionals and service providers from numerous occupations. Every professional in our network has been unconditionally referred by our clients because they are simply the best of the best! You become the recipient of our clients' collective knowledge and experience so you can delegate the mundane matters that frustrate your progress and quality of life, thereby creating more time to focus on the matters that are truly important to you.