The Leverage Planner Program is a unique process designed to increase the wealth of a client through the holistic balancing and ongoing management of their assets, liabilities, and defensive risk-management instruments (insurance and the like.) Our program begins with an in-depth personal conversation between an advisor and their client to uncover the client's relationship between their financial and emotional lives, and only then proceeds to the design of strategies to generate that client's best life results. Client feedback during these conversations drives the analysis, a software illustration that recommends a uniquely tailored before and after scenario for each client. The software illustration provides clear action steps for a client's needs today, while the conversation provides a solid foundation for maximum flexibility as their needs change tomorrow. The initial conversation highlights the impact of financial management on their future, and clarifies the role of the advisor within the process. |
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