FORECASTER PLANNING SESSION

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The Leverage Three-Step Meeting Process: Simple, Powerful, and Personalized

Making significant financial decisions can feel overwhelming. We’ve developed a simple, no cost, two-step process to help you gain clarity and confidence. Our process eliminates doubts and fears by giving you the data and strategies to make informed decisions.

1. Financial Profile Meeting (10 minutes)

Custom Financial Profile: Help us build your unique financial profile, including income, assets, and goals from where you currently sit.

Why This Step Matters:

The more detailed and accurate your input, the better the results we can help you produce. Leverage creates the road map, but you provide the tools we need to do the job.

2. Results & Possibilities Meeting (30 minutes)

Tailored Financial Results: We provide detailed projections for 5, 10, or 20+ years based on your financial profile and review how the results may be improved with Leverage.

Why This Step Matters:

The power of data. This step provides a data-driven foundation that eliminates guesswork and ensures that credible, actionable insights back your strategy.

Outcome? Either way, you win.

• A comprehensive forecast with potential income increases and tax-savings opportunities.

• Insights into potential gaps, problems, areas, and opportunities for improvement.

• Clear visual comparisons and side-by-side results versus optimized alternatives.