Description

Today, Michael, Stacey and Jag walk through the process of how they take care of new clients, in particular with the LifeArcPlan, still available for podcast listeners on our website, https://www.artofwealthunbroken.com/

This, living, breathing, document allows investors to input all of their financial information and helps Michael and Stacey work with them to formulate an overall, holistic financial plan.

1. Investor inputs data into LifeArcPlan
2. Initial Review with Michael and Stacey
3. Michael and Stacey Analyze the Information
4. A solution is created, from a 360-degree perspective
5. Meet with client to strategize and implement plan
6. Monitor and tweak the plan as goals and life circumstances change.

As Michael says, we live in a technology world, so why not use the best technology? He even shares a story of using the program to help a client decide on a car purchase.

Again, we are leaving our offer up for podcast listeners, on our website: https://www.artofwealthunbroken.com/.

Or, to learn more, call Michael and Stacey at 855 378 1806.