Time Parameters

PLAN REVIEW: Completed within 30 days of the receipt of all necessary information from you.

RETREAT: Completed within 30 days of the delivery of the Plan Review results to you.

WEALTH STRATEGIES PLAN DESIGN: Preliminary Planning Book completed within 45 days of the Retreat. Enhanced Design Book completed within 15 days of the Preliminary Planning Book.

PLAN IMPLEMENTATION: Begins after receipt of the Enhanced Design Book. A schedule is established which outlines which professional advisors will be responsible for implementation of the component parts of the plan. A detailed month-to-month calendar is set up that sets forth roles and responsibilities which will lead to timely implementation of the plan.