The KAIZEN Financial Planning Process™


Personal financial management is optimal when all of the interrelated parts are working as a whole. This is known as “cohesion” and it’s a continuous process. Your goals are based on the best information available at the time, but over time your financial objectives—and the markets and interest rates that affect them—will change. Regular reviews are important to continue fine-tuning your financial plan, identify areas for improvement and address your concerns. We revisit opportunities and the projections of your KAIZEN Financial Plan™ and compare them to the actual results achieved to date.