The Peace of Mind Investor Process

 
The Peace of Mind Investor Process™ is a series of powerful planning tools that allow you to clearly understand your personal goals and priorities in life; and then build and maintain an investment plan that meets those goals.

Using interactive exercises, directed conversations, and sophisticated analytical tools, we help you clarify your most important goals and analyze your available resources. We then present strategies to help you overcome the most significant obstacles to your goals. Once you decide on your optimal strategy, we implement your comprehensive plan and monitor the progress.

Clients who have completed the process have a clearer understanding of how their finances fit their personal goals and dreams. They feel better equipped to focus on the important things in life and not get sidetracked by the confusion that so often surrounds investment decisions.

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The Peace of Mind Investor Process is a six-step process composed of three stages:

• The Discovery Stage – This initial stage will help you clarify your most important life goals and identify the potential obstacles to reaching those goals. When you complete the Discovery Stage you will have a clear vision of where you want to go and what resources are available to help you get there. 

    o The Personal Agenda Profile summarizes your primary life goals and the obstacles that oppose those goals. 
    o The Personal Resource Assessment analyzes all the financial and intellectual resources you have available to meet the goals you have identified.

• The Design Stage – The next step will create a master plan that best coordinates your wealth strategy with your life plan and will become a blueprint for your future decisions. Once you have completed the Design Stage you will understand the options available to you and how your final plan will meet your unique requirements. 

    o The Wealth-Wisdom Integrator analyzes the potential strategies that will allow you to integrate your wealth plan with your life plan. 
    o The Peace Of Mind Investment Roadmap brings all your personal and financial elements together into a coordinated investment plan and path to follow.

• The Direction Stage – The final stage provides an ongoing implementation, management, and reporting system designed to help you stay on course with your most important financial and life goals. As you experience The Direction Stage you will gain the confidence that all the details are being handled in a way that will give you a clear sense of direction. 

    o The Implementation System assures that all the details of your new plan are coordinated, completed and communicated in a far-reaching fashion. 
    o The Navigation System is a continual process of monitoring and reporting your investment results and linking them to your goals so that you can make those mid-course corrections that are so important to keep you heading in the right direction.