The KAIZEN Financial Planning Process™
THE GREAT REVEAL™
Establishing clarity from the ground up. At this meeting, we provide you with clarity about key components of your financial situation. The initial base plan illustrates both your present and your future reality, highlighting areas that must be explored further. By presenting the facts of what you’re on track for, we can clearly identify the challenges and the opportunities, so you can make informed decisions that truly support your goals and objectives.