The Life Plan Process by Gerry Miller
The Life Plan Process
The Life Plan Process™ helps you develop a clear vision and a step-by-stop plan to achieve your life goals. Created by Gerry Miller, The life Plan Process will help you maintain and grow your net worth, expand and protect your business, and achieve your life goals. When you have worked through the Life Plan Process™ you will:
  • Be spending more time developing your business

  • Have an appropriately funded business succession plan

  • Have estate and retirement plans that incorporate both your family and business goals

  • Have reduced your debt and be in good shape financially

  • Have a dedicated team of advisors working together to achieve your goals

  • Have more free time to enjoy life.

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