Process

“Skyline- Chicago- Scott Lebin”

Our Planning Horizon

We follow an innovative planning process that clarifies your own immediate- and long-term goals, identifies the strengths of your current financial situation, as well as identifies the existing gaps that need to be filled in order to achieve your dreams. Our client-driven process not only helps us meet your personalized strategic solutions, but, more importantly, it gives a client the clarity of purpose needed to make better informed decisions and feel more confident about achieving financial goals. We have named our process The Planning Horizon.

“A financial plan is a design that also provides similar objectives. We want to be happy so we try to create a plan that will not add stress to our lives by figuring out first what is important to you; then deciding how to reach the goal we want to achieve; then finally implementing the plan to create the end goal we started thinking about at the beginning of the process.”                      Scott Lebin

Our Unique Planning Process