Engage the Client
Collect initial “as is” information on the client and their assets.
Create Solutions
Generate multiple solutions – not just individual investments. Show your client the entire picture.
Test Solutions
Review solutions in light of taxes, lifestyle, returns and survivorship. Identify and address gaps so you can present a great plan to the client.
Just the beginning!
Use SIPS to compare actual status and progress for years to come.
Engage the Client
Collect initial “as is” information on the client and their assets.
Create Solutions
Generate multiple solutions – not just individual investments. Show your client the entire picture.
Test Solutions
Review solutions in light of taxes, lifestyle, returns and survivorship. Identify and address gaps so you can present a great plan to the client.
Just the beginning!
Use SIPS to compare actual status and progress for years to come.
Title!
Text…
Title!
Text…
Title!
Text…
Just the beginning!
Use SIPS to compare actual status and progress for years to come.