The KAIZEN Financial Planning Process™
THE TRUTH PLAN™ (PARTS 1 AND 2)
Building confidence about your next steps. The Truth Plan™ meetings explore modern-day planning tools and techniques to reveal their true contribution to your ability to accomplish your financial goals, taking into consideration the current and the forecasted economic environments. Educating you about proven, time-tested strategies available is the first step in knowing that the plans you are utilizing will truly support your objectives. Oftentimes this stage of the process reveals hidden “leaks” in your financial situation that can be easily patched to accelerate your wealth accumulation.