The 3P Approach© follows a series of six steps that guide us through creating your unique plan. The 3Ps are defined as
Plan
We look at your financial goals, potential life changes like retirement or a career move, your specific compensation and benefits package, income tax optimization, protecting those you care most about through estate planning, your desired level of charitable giving, and any potential business planning needs.
Prosper
Subsequent meetings expand upon this approach as we explore your personal financial profile in depth and consider how the 7 Pillars might apply as your life unfolds.
Protect
As each target is met, we help protect your portfolio from potential hazards. With you as CEO, we work as your personal CFO to ensure you stay on track by helping you manage your fears and natural responses to them.
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