A Complete Planning Review (CPR)

CPR: What is it and why do you need it?

CPR | Complete Planning Review

CPR | Complete Planning Review

Traditionally, financial planning has been focused on rate of return, risk and reward analysis and ultimately, the creation of a suitable plan geared toward accomplishing the client’s goals. CPR certainly incorporates those important aspects of planning, but it also includes critical components that may have been left unreviewed.

Let’s Start by Planning “Smart”

Old style “financial planning” is really about creating a story that sells. The old style attempts to incorporate tax and legal matters, but when you peel back the covers, it seems to me that it’s just a product-selling process.

Unlike old style planning, CPR is about problem-solving and driving toward the goal(s) you define that will make the process a success. That can mean a variety of things that include: tax strategy, money management, insurance planning and/or legal documentation.

The CPR strategy allows for holistic approach to your specific needs.

Improvement, instantly!

Old style planning has always been about being patient-holding on and then the benefits are realized in an undetermined time period. I’m sure you’ve heard from your advisor through this time of turmoil: “Hold on, it’ll come back!” Our process is much different. The time period to a measurable, quantifiable benefit is 100% defined. This, obviously, is very different from traditional, old style planning.

Consultative Process

Consultative Process

Custom-Fit Solutions

Most planning in America today is very “off the shelf.” Not here. Our clients bring in financial problems as different and unique as each of their own fingerprints. No two situations ever present in the same way. Therefore, our process is geared toward finding the custom-fit solution to solving our clients’ most pressing problems. Often these problems keep them up at night worried about their future or the future of their loved ones.

We help our clients move toward a goal that they always dreamed of, an outcome that provides a sense of comfort for the individual and family.

Why is CPR So Much Better?

“It’s like cleaning out the ‘junk drawer’ in the kitchen for the first time in 40 years, and finally getting everything in its place.” Our proprietary CPR process organizes your legal, financial and asset protection planning, rather than just accumulating a “junk drawer” of financial and legal stuff over time with no meaningful analysis of how each affects the others. CPR is about coordination and focus on purpose – your purpose!

* This is a hypothetical example only and not intended to be a predictor of actual results. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, or tax advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.