i. Gather information about your values, goals and finances
- Plan Development
i. Develop a customized plan for you based off the discovery meeting
ii. Decide on the course of action
- Plan Execution
i. Execute the agreed upon plan
- 60-day Review
i. Review the agreed upon plan once more and make sure the plan was fully executed.
- Faithful Watch
i. Quarterly, semi-annual, annual meetings to review your plan.
ii. Review, adjust, implement if needed.