The KAIZEN Financial Planning Process™


Since life can and will throw you curveballs, this tool allows us to “crash test” your financial plan to determine its vulnerabilities. We use vulnerability analysis to identify unforeseen circumstances that could derail your success, including costs related to job loss; disability; diagnosis of a critical illness; elder care; long-term care; premature death, etc. Our analysis reveals the preventative measures available to you to mitigate (if not eliminate) the risks without derailing your planning objectives.