The focus of the Life Plan Process™
is to assist our clients to Grow... both Personally
and Professionally. The following are some key areas
where our clients seek clarity and focus, and some of the
tools we utilize in completing their objectives:
Pension Determination Process™. Assisting
Business Owners and Professionals in meeting
their Retirement objectives is of paramount importance. Defined
Benefit, Cross Tested, Double Advantaged Safe Harbor, and
Cash Balance Plans provide a great deal more flexibility and
actual retirement benefits..than ever before. This process
involves developing a clear picture of one's retirement objectives,
and designing a plan to achieve those objectives.
The Retirement Asset Maximizer™ was
developed for professionals and business owners,as
a retirement asset analysis tool. We identify goals and each
asset's impact on those goals, to help the client determine
the level of retirement income he/she will have when they
choose to retire. The compilation includes all the assets
[personal and business] that a client owns.
Exit Strategies: The Exit Strategy Solution™
is a financial and organizational game plan for business continuation
and succession. It is an organized method that allows the
business to plan in advance for the exit of the principal
owner[s] and officer[s]. It includes the development of successor
management; factors in the family situation; and assists the
business owner in choosing the appropriate time and the degree
to which he/she chooses to step aside, so that others can
take over, on a step-by step basis.
Estate Planning: The Estate Preservation and Resolution
Process™ is centered on clients who have substantial
estate growth and are interested in preserving their estate
from potential capital gains and /or estate taxes, which can
seriously reduce their accumulated wealth. Each client is
provided a model [based on his/her business and personal financial
condition] which shows the impact of these taxes,as well as
the various techniques that can help to reduce the tax impact.
Various tools such as Family Limited Corp, Charitable Remainder
Trusts, and some of their alternatives are analyzed.
The Life Plan Vision Analysis™ helps
you develop strategies and a plan to achieve your Life Goals.
Some of the Tools that our clients utilize are:
*Copyright 2002 The Strategic Coach, Inc.
All rights reserved. Used with
- The 21- Day Positive Focus*
- Laws of Lifetime Growth*
- Freedom Expander*
- Life in Balance Analysis*
- The Strategy Circle*
- The Value Creator Escape*