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Please complete the form to the right with your contact information so that we can get started on the steps below!
The Process steps by steps
Kick Off Meeting
Day 1
First we’ll meet to learn more about you so we can understand your unique goals and objectives.
Data Gathering
Day 2-14
Following the initial meeting, we’ll request to collect the data we’ll need from you to develop your personal game plan.
Confirm Data & Goals
Day 15-28
If necessary, we’ll meet again to clarify your current situation based on the data collected while reconfirming your goals.
Game Plan Presentation
Day 30
Finally, we’ll present your plan and discuss our recommended strategies to be considered for implementation.
Implement your plan
Months 2-6
Next will be to implement the plan recommendations that you’re interest in and make the most sense based on your goals and objectives.
Ongoing Advice
Months 6+
If you choose to keep us engaged, we’ll help monitor your plan and make updates periodically based upon changes to overall goals, objectives and life changes.