Process

Step 1 – First Meeting

We will meet to discuss the Lifetime Economic Acceleration Process™. We will describe the Confidential Questionnaire, which is the first step in providing you with a personal financial engineering analysis.  This questionnaire is designed to be easy and quick to complete.  The completed questionnaire along with associated financial documents will be needed prior to the next meeting.

Step 2 – Questionnaire Review Meeting

Using the completed questionnaire along with the financial documents you have provided we will discuss your complete financial profile.

Step 3 – PS&G Model® Meeting

Using the information provided from your questionnaire and documents from our second meeting we will present the results of the analysis that will map your financial future for Protection, Savings and Growth.  We will first discuss your present financial situation and then work with your future situation.

Step 4 – Strategy Meetings

From the results of the model and our discussions we will begin implementing the strategies we have agreed to that will aim to maximize your wealth creation with a minimum of additional expenditures.

Step 5 – Regularly Scheduled Meeting

We will maintain the role of the Macro Manager for your financial wellbeing.  We will meet with you on a regular basis to review and modify the plan when necessary to reflect any changes in your financial status and recommend implementation of changes when necessary.

paulharrisfinancial.com

4560 Via Royale Suite 4B Fort Myers, FL 33919-1076

Securities offered through Triad Advisors LLC. Member FINRA/SIPC. Advisory services offered through Capital Cities Investments. Capital Cities Investments and Paul Harris Financial are not affiliates of Triad Advisors LLC.

Paul Harris is licensed and authorized to conduct life insurance business in Florida. He is also licensed and authorized to conduct securities related business in Florida. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

 

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