GET CLEAR
Clarify your current situation
so you can take clear
actions for your unique life
circumstances.
■ The Clear Future Conversation ■
■ The Cash Flow Maximizer ■
The Clear Future Conversation
See your future to age 100 clearly in 15 minutes!
During our introductory meeting, we will use a proprietary tool that provides a holistic perspective and framework for your BIG PICTURE. While answering your most pressing questions, we will help reduce your mental clutter, help you remember your strengths, and clarify your actions for financial and personal success.
The Cash Flow Maximizer
Rule #1 spend less than you make.
In addition to identifying your most valued goals, we will conduct an examination of income, expenses, and debt. This analysis, and the interactive worksheets that accompany it, help reveal the ideal strategies to strengthen your financial situation. The “Wall Monitor” is an advanced, interactive tool that assesses your unique life circumstances and quickly runs multiple real life "what if" scenarios. This inspires the most effective financial decisions quickly.
The Cash Flow Maximizer will help you…
- Maximize your severance package, 401(k), pension and stock plan
- Get clear on your monthly budget
- Manage irregular expenses & taxes
- Determine how best to buy a franchise, fund a new or existing business
- Stay on track to reach your goals
- Sleep better at night
The Worry Minimizer
Great for all areas of your life!
You’re not alone! While everyone worries, not everyone takes action to find answers that build confidence. At The BIG PICTURE Group, we believe it is important to identify what worries you and to understand the things that you may not be aware of that threaten your financial freedom.
In this step of the process, you will learn the four biggest risks to your retirement that must be planned for to ensure success. We will also create a specific action plan and timeline that reduces your worries and builds confidence in other areas of your life.
The Wealth Choice Expander
Learn the options that pensions, trusts and wealthy individuals consider.
Here, you will learn about the leading strategies to help gain wealth and financial independence. In addition to discussing the most prominent strategies, we will also reveal many of the lesser known, most powerful strategies available to you. As an independent firm, we have access to a wide variety of strategies that may not be available to other competitors.
To help simplify the multitude of choices on the market, we will introduce the important concept of the four investment “wrappers.” Learn what works in the financial world, and get clear on what is possible and prudent for your personal BIG PICTURE.
The Financial Freedom Strategy
Have a clear plan that protects your lifestyle and be free to enjoy life.
With this step, you will learn about the various strategies to gain wealth and financial independence. The Financial Freedom Solution is a clearly defined, easy-to-understand roadmap that helps you:
- See your choices and strategies
- See the customization of your plan
- Enjoy the confidence of having a comprehensive financial solution
- Feel the peace of knowing you are on the road to reaching your goals
The Success Navigator
Real time monitoring; meaningful and simple- in one place.
Given there is nothing permanent except change, the Success Navigator is a living document that provides you real-time information in a format of your choosing so we can monitor your results and make necessary changes. We offer customized reports (examples available), encrypted private client access to on-demand reporting, paperless statements via e-mail, and more. At this meeting, we will document your preferences to ensure we are clear on your expectations.
As part of your Big Picture solution, you will also have access to our network of tax and legal professionals to help you navigate your success.
TAKE ACTION
Identify the risks that could prevent
your success and learn solutions to
mitigate or minimize them.
Learn the strategies used by the most
affluent and the concept of
Investment Wrappers so you can take
the best actions for your Big Picture.
■ The Worry Minimizer ■
■ The Wealth Choice Expander ■
MONITOR RESULTS
You can’t manage what you don’t monitor.
The only thing constant is change.
Once you have a clear plan in writing you will need to decide how you want
your information presented to you and how often. This is often the most
overlooked aspect of making sure that your Big Picture stays in focus as
your life and things change by itself.
■ The Financial Freedom Strategy ■
■ The Success Navigator ■