The 90-Day Blue Print™

A Unique Process For Evaluating Today And

For Taking Control Of Tomorrow

The 90-Day Blue Print consists of regularly scheduled progress meetings.  These meetings are held approximately every 90 days.  These meetings are held in a one-on-one setting, a group setting or through the use of a telephone appointment for those clients that are out of town.  During these meetings, we review all of the critical elements of our client’s financial lives.  We typically review the following key items at our 90-Day Blue Print meetings:

• Positive Focus - We review the prior 90 days and record what went well or was accomplished.Goal Setting - We look ahead to the next 90 days and write down financial/life goals that are expected to be completed.In the group meeting, a guest speaker usually shares educational information with the group on a variety of financial topics.

• Investment values and performance during the previous quarter.The client’s statement of net worth is reviewed and updated for current values.The client’s current financial progress is evaluated using our Financial Benchmark Exercise.  This gives the client a sense of where they have been and the direction they are going.We measure and evaluate our client’s current cash position.

• We review our client’s current estate plan.

• We review our client’s current insurance coverage.

• We review our client’s current debt situation and financial ratios.

• We update our client’s tax projection for the current tax year.

• We have a discussion of our client’s life plans for the next 90 days.

• We guide our clients through an exercise that will help the client gain further insight and clarity into their life’s purpose.

We always present the client with a gift at the end of each 90-Day Blue Print meeting, either an inspirational book or a CD designed to educate or excite them about their plans for the future.