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What To Expect
As a Client

The TOTALVISION™ Process is a systematic 5-step approach for building an all-encompassing financial plan tailored to your unique priorities, goals, and objectives.

This highly personalized plan answers critical questions such as:

Am I on the right track financially?
What risks do I face?
At what age can I afford to retire?
How much money will it take to retire?
Will I be able to maintain my current lifestyle in retirement?
How will inflation and taxes impact my retirement?

How much life insurance do I need?
What type of life insurance do I need?
Do I have sufficient liability insurance?
What do I need to know about Social Security?
How will I pay for my Healthcare?



#1

Articulate

your Vision


Personal and financial goals
Desired retirement age and lifestyle
Investment risk tolerance and objectives



#5

Review


Conduct periodic review meetings
Monitor performance of your TOTALVISION™ Plan
Identify areas for improvement and make revisions accordingly
Update startegies to align with evolving goals

#2

Understand

Your Current Financial Picture


Complete and discuss personal financial worksheets
Review existing investments and insurance
Set up TOTALVISION™ Website access and 360° view of your investments, insurance, and balance sheet


#4

Execute


Review and confirm plan elements and strategies
Determine appropriate timeline for implementation
Execute TOTALVISION™ Plan

#3

Plan


Identify and discuss current financial strengths and opportunities
Formulate TOTALVISION™ Plan - a financial plan which incorporates all elements of your financial picture into one cohesive plan