STEP 1: Meet and Share Goals
Your goals that would bring happiness and peace of mind
STEP 2: Optimize Resources
Protect Your Family, Maximize Assets, Limit Taxation
STEP 3: Realize Clarity
Visually see the track you're on and simple actions to improve it
STEP 4: Enjoy Living
You are confident in your path with a whole team looking out for your well being - now go enjoy life.
Case Study: Young Professional Family - Enjoy More 30sTM
John and Sarah just turned 30, have two young children, and are starting to progress in their careers.
Up to this point they have not paid all that much attention to their financial situation. They have a house, some insurance through work, and throw some money into their company work plans, but are questioning if they are really situated correctly now or for the longer term.
This represents a hypothetical situation and does not involve any actual client of the firm. It is for illustrative purposes only to show how The Enjoy More Blueprint process could be utilized, not to guarantee any results of any kind.
Case Study: Family 10 Years from Retirement - Enjoy More 50sTM
Bill and Jennifer are about to hit 55, are at the height of their careers, and their last child is just finishing college.
They can feel retirement finally closing in, and have been saving for quite some time now towards it. While they have what they feel are pretty significant assets built up, they are not sure if they are on pace 10 years from now to be able to fund how they want to enjoy retirement for the long term.
This represents a hypothetical situation and does not involve any actual client of the firm. It is for illustrative purposes only to show how The Enjoy More Blueprint process could be utilized, not to guarantee any results of any kind.