OUR PROCESS
Our core clients are a select group of successful business owners and individuals who amongst other things desire a work-optional lifestyle in the next 5 – 7 years.
We have developed and refined a process that brings all those pieces of that puzzle together.
We call this process The D3 Process.
Discover
- What is most important to you?
- What do you want to accomplish?
Design
- How will we get you there?
- What services are the best fit for you?
Deploy
- Financial and legacy planning
- Product and risk assessment and fit
- Ongoing, continuous service
- Building a lasting relationship
The benefit of The D3 Process is the:
“Sleep Well at Night”
Business has to enhance people’s lives or it’s simply not worth doing. – Richard Branson, The Virgin Group