Our Process

Our Process is as follows:

• Initial meeting to explain my mission and explore how we can work together.  
  
  
• The “What’s Important Meeting.” – Here we have an honest conversation to discover your goals and dreams.Information Request:  You will receive online requests that will help you gather the data we need to get started.
  
  
• Plan Review Meeting:  After compiling your data and thoughts, we meet to review your Living Plan.
  
  
• Plan Adjustment:  After meeting, Plan can be adjusted for any additional thoughts.
  
  
• Plan Implementation Meeting:  Once you make your decision to work with us known we will further discuss and process any required paperwork.
  
  
• Web Portal  LP365 “White Glove” OnBoarding meeting:  Training session to demonstrate, create and populate your personal web portals.
  
  
• Review meetings every 6 months.
  
  
• Semi-annual Client events.

As you see, a process with great thought and vision.  Join my Private Clientele.  

Call to Schedule the Initial Meeting