1 – DISCOVERY SESSION
Firstly, we facilitate a unique discovery session to understand your current situation. This includes the people in your life, challenges, assets, preferences, and most importantly, your desired outcomes. This is an interactive experience where we explore and clarify where you are now and where you want to be. Your independent facilitator will ensure there are no agendas at the table other than the results you want to achieve. In other words, no one is trying to sell you anything!
2 – SOLUTION SESSION
The second step is to bring a group of experienced collaborators into the room to focus on creating a plan with you and for you. These may include your own professionals (accountants, lawyers, Estate Planners etc.) or we can reach into our bucket of carefully selected seasoned professionals who have the skills and knowledge required to find your quick wins and design your strategic solutions. The team will use their combined wisdom and explore all options to create an easy to follow integrated plan focussed on achieving the best outcomes for you.
3 – IMPLEMENTATION (Let’s do this!)
Next, your client coach will work with you to ensure your plan is understood, aligned to your desired timeline and actively supported through delivery. They will be as hands on as you need. Your chosen professionals will deliver to the plan and make adjustments collaboratively in order to ensure your plan remains on track to deliver your desired objectives. At all times you will have a client coach ensuring your plan stays on track and your professionals deliver accordingly.
The end result will bring you certainty and clarity for the future ahead.
