The Financial Intelligence Experience^TM is a nine-step process divided into three distinct stages.  In the first stage, the Discovery Stage, you participate in a Discovery Workshop, create a vision and develop strategies to achieve your vision.  In the second stage, the Implementation Stage, we help you design and implement a Financial Intelligence Plan^TM.  In the third stage, the Achievement Stage, we help you monitor your progress and further your plan.

The nine steps below provide a detailed description of the path you take to go through the Financial Intelligence Experience.

DISCOVERY

Path & Plan

The Discovery Workshop is an exciting and enlightening process.

It begins when the member receives their Financial Intelligence Experience^TM Preparation Package.  A Confidential Questionnaire is included.  Many members share that just the gathering of information prior to the first session is a valuable exercise.

Session I includes going through the Confidential Questionnaire together and using a tool called the DOS Exercise which helps us identify:

In between Session I and Session II the financial information the member provides is used to build a current financial position using an econometric model. This is a macro-economic approach that allows the member to see all their financial decisions on one page.

Session II uses the Financial Intelligence Simulators^TM to evaluate existing strategies as they relate to eliminating dangers, capturing opportunities and protecting strengths. The Financial Intelligence Simulators help identify where they are currently losing money and where they are exposed to risk.

After identifying where our members are losing money and exposed to risk, we help them create a vision statement.  This is essential to establishing the clarity our members desire.

Using our Ideal World Questionnaire^TM, we take them through an exercise that will clarify in detail exactly how they want their situation to be.

Financial Intelligence Strategies are designed to achieve The Financial Intelligence Vision.

All Financial Intelligence Strategies are designed to be implemented with no out-of-pocket expense or additional risk.

The strategies will provide a path to help create greater wealth, add protection benefits, increase financial confidence, and help realize dreams.

If a member determines that the strategy aligns with their vision, we move to Stage 2 and incorporate it in their Financial Intelligence Plan.

IMPLEMENTATION

Using selected Financial Intelligence Strategies, we design The Financial Intelligence Plan. 

The plan is a collection of integrated strategies whose combined result is to create greater financial success .

Dealing with numerous advisors in an uncoordinated and inefficient manner was one of the biggest frustrations our members dealt with prior to their Financial Intelligence Experience.  If and when advisor coordination took place, most often it was the client who briefed their advisor.  The more advisors someone had, the more briefings that were required.

The Financial Intelligence Team was created as part of our commitment to provide our members with capabilities to simplify the complex and improve clarity.

Each advisor on the team is an expert in his or her specialized field.  The advisor's duties are to micro-manage that specialty as it relates to your overall plan.  We provide the overall integration and coordination expertise.  We are the macro-manager.

The level of our involvement and who the various team members are may vary depending on which level  of The Financial Intelligence Experience you join.

If you are currently working with an advisor and would like to continue, he or she can continue in that role, as you would select that person as one of your micro-managers. 

Each of our members has a one-page summary of his or her team listing the team members, their contact information, and specific duties.  This information is also available in the secured members area located on this site.

Serving as a macro-manager, we coordinate the implementation of your plan.  Working on your behalf, we interact with the micro-managers on The Financial Intelligence Team as well as with financial institutions. 

We are the catalyst to create action.

ACHIEVEMENT

The Financial Intelligence Report is a tremendous tool.  During each session, a report is generated listing the areas improved, accomplishments made, areas needing further progress, as well as specific action steps. 

As part of simplifying the complex, we do not try to make everything happen simultaneously.  Three immediate action steps are selected from your overall list. 

The report creates positive momentum and a sense of accomplishment as it identifies achievements and provides clear direction.  As a result of this positive focus, confidence is increased.

With our Director of Membership Services working closely with you, The Financial Intelligence Report continues to be a tool that offers clarity, momentum, and increased confidence.  Accomplishments are appreciated as greater wealth is created and dreams are realized.

The original three immediate action steps were selected based on priority.  As steps are achieved, they are replaced with remaining steps also based on priority.  At no time will you have more than three things to implement.  We have found progress is achieved much more rapidly and much more thoroughly with this approach compared to trying to do everything at once.

Lastly, as your circumstances change or new dangers or opportunities present themselves, we go through the process again. 

First, the D.O.S. Worksheet highlights your issues to evaluate on The Financial Intelligence Simulators . Second, The Ideal World Question^TM is used to establish a new Financial Intelligence Vision.  Third, Financial Intelligence Strategies create paths to refine and adjust your plan as needed.

Since life involves circumstances that constantly change, this important step continues to provide clarity in direction and an ongoing sense of achievement that creates greater financial success, increased confidence and more realized dreams.