Life Event Assessment Process™ (LEAP)

Life Event Assessment Process™ (LEAP)

Our Life Event Assessment Process™ is one of many tools we created to give you peace of mind. Together we will embark on a five-step journey.

DISCOVER

​We start by exploring and taking inventory of your dreams and goals. We rank your goals, specify them in financial terms, and order them in time. Then we identify the financial resources you have available to achieve those goals.

ASSESS 

We create an overview of where you stand today and assess the Life Event planning needed to realize your dreams. After you provide us with relevant information about your resources and obligations, we evaluate whether your goals are obtainable. We identify the opportunities and risks associated with achieving these goals.

DECIDE 

The collaborative Life Event planning in the Discover and Assess phases generates personalized action steps. We are then able to agree on suitable options and decide how to prioritize and implement your customized plan.

IMPLEMENT 

Once you have decided on your goals and an action plan to realize them, we work together to manifest your vision/plan. We provide on-going guidance, and we can direct you to other resources, if necessary.

MONITOR

To help you stay on course, we regularly review your successes, challenges and any changes you may be considering. Together, we evaluate, reinforcing what has worked and attending to what needs improvement. The monitoring process may flow into a new Life Event Assessment Process™ cycle. This process has the flexibility to be a continuous tool in our life-long partnership of planning and preparing for Life's Events.

The Life Event Assessment Process™ has the flexibility to be a continuous tool in our life-long partnership of planning and preparing for Life's Events.

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