What is the G.O.A.L. FORMula?
Having a process for achieving financial independence offers two key benefits. First, it ensures we never lose sight of what matters most to our clients—Family, Occupation, and Recreation—because these priorities underline why financial independence is important, with money serving as the means to achieve them. Second, it keeps our focus on what we can control. This focus on controlling what we can—our Philosophy, Planning, and Process—while not being distracted by what we cannot, is why we have the privilege of serving generational clients.
The 7 Pillars of our Process
There are 81 things that we can provide to our clients over the life of our relationship and they fall under these seven pillars. These pillars serve as the foundation of our process and practice.
Our Partnership with You
Using our proprietary process, The GOAL FORMula, we provide comprehensive financial planning and wealth management throughout our long-term partnership with you. A partnership where we help you to secure your family investment legacy, pursue a work-optional lifestyle, and check off as many experiences as possible from your recreational bucket list.
