The Freedom Switch℠
We come into Phase Two ready to rally around your newfound clarity. Together with all of your existing advisors, we work to transition your planning – from a host of separate entities, transactions and projects – to having a clear master plan.
Our methodology in this phase was born out of an innate drive to diagnose complex scenarios and leverage simplicity to achieve better outcomes.
- We sleuth out problems and make improvements with alignment as our driver.
- During our collaborative sessions, we check our egos at the door and commit to full sharing of information across all parties.
- Efficiency and elegance emerge naturally as we integrate essential principles.
When we come back to you to present our recommendations, you hear a common voice that delivers The Simple Truth.
We only enlist your bandwidth for ideas and recommendations that align with your goals.
We explain your choices using a combination of pictures, numbers and words that are logical and understandable.
“Change is inevitable. Growth is optional.”