Our Strategy

At Our Firm, our clients are introduced to the Lifetime Economic Acceleration Process™, LEAP®, which is a holistic strategic system. Using the PS&G Model®, LEAP looks at all aspects of our client’s financial life, which allows financial decisions based on economics, not products or tax laws.

With our assistance and the PS&G Model, our clients have the potential to:

  • Increase wealth without additional out-of-pocket outlay
  • Use scientific verification of their money decisions
  • Learn how the eroding factors of inflation, planned obsolescence, technological change and tax law changes will affect retirement

 

Above all, we believe if clients are aware of the challenges that we all face from now through retirement and are able to develop contingency plans, it will add to their confidence.

 

 

 

PROCESS

 

client meetings

Step 1 – First Meeting

We will meet to discuss the Lifetime Economic Acceleration Process™. We will describe the Confidential Questionnaire, which is the first step in providing you with a personal financial engineering analysis. This questionnaire is designed to be easy and quick to complete. The completed questionnaire along with associated financial documents will be needed prior to the next meeting.

Step 2 – Questionnaire Review Meeting

Using the completed questionnaire along with the financial documents you have provided we will discuss your complete financial profile.

Step 3 – PS&G Model® Meeting

Using the information provided from your questionnaire and documents from our second meeting we will present the results of the analysis that will map your financial future for Protection, Savings and Growth. We will first discuss your present financial situation and then work with your future situation.

Step 4 – Strategy Meetings

From the results of the model and our discussions we will begin implementing the strategies we have agreed to that will aim to maximize your wealth creation with a minimum of additional expenditures.

Step 5 – Regularly Scheduled Meeting

We will maintain the role of the Macro Manager for your financial wellbeing. We will meet with you on a regular basis to review and modify the plan when necessary to reflect any changes in your financial status and recommend implementation of changes when necessary.

The Stark Difference