At Lifetime Financial Growth we are committed to empowering our clients with an economic mindset that alters their existing beliefs about fear, doubt, and scarcity in the marketplace. Since most people are unaware of the avoidable dangers that threaten their wealth (i.e. - taxes, inflation, liability, probate, planned obsolescence, etc.), through Lifetime Financial Growth’s process, we are able to identify and help eliminate many of those dangers and generate the freedom and clarity needed to focus on building personal financial legacies and business ambitions. We strive to build personal connections with clients, thereby strengthening our relationships and further coordinating service with sustainable strategy. This enables our clients to begin building true net worth and memorable, lasting legacies.
Our Client Experience
Exploring a New Way of Thinking:
Our initial discussions with you are designed to determine if our financial philosophy is aligned to your personal & business objectives. We will engage in vision-building dialogues with you discussing your plans for the future and showing you a valuable new way of thinking about your financial strategy. We then work with you to articulate a process that will fulfill on your future’s potential.
After envisioning where you want to go, we need to define where you are today. We will gather your financial information to create a clear picture of both your current and ideal financial position. This information provides a valuable instrument as we map a course toward your vision of prosperity.
Drawing Your Financial Blueprint:
Using information you share, we focus on your objectives and assess your current situation. A blueprint of your current wealth status will be created to analyze your financial strategy, identifying potential inefficiencies and projecting what the outcomes of your current courses of action are likely to be. This is a time for clarity, exploration, and growth, as you begin to realize the wealth of possibilities that exist for the future you are creating.
Here is where your future gains momentum. You begin to see the power that is available to you using Lifetime Financial Growth’s holistic planning process as your guide. The innovative strategies we implement are measurable and designed to help give you superior results instead of average product performance.
Co-Authoring Your Future:
After our strategies have been integrated into your financial pathway, we want to hear what you have to say about the Lifetime Financial Growth experience. Since we work exclusively through personal introductions from our clients, we aim to enhance our process each and every time. This conversation also sets the stage for our communications for the upcoming year prior to your annual review. During this time, we like to give you the opportunity to share this important process with those closest to you. We’re dedicated to your future and everyone in it.