Re-Visioning Process


WealthFit™ Re-Visioning Process

The first step in planning your future is getting clear on your destination.

Can you imagine navigating a boat or taking a trip without figuring out where you are going first? Why not spend at least as much time and effort planning your financial future as you plan your holidays and travels. Our team will guide you from where you are to where you want to be, but we can only do this after you become clear about your destination and your priorities.

Download the WealthFit™ Re-Visioning workbook and watch the video.

Re-Visioning Starts by taking the time to think deeply about your future and getting clear on your dreams and priorities.  We can help with this when we talk in person, but you can get a head start by downloading the Revisioning Workbook and watching the accompanying video.

  • What do You Value Most?
  • How can you find fulfillment to reach your own definition of True Wealth?
  • What is your Meaningful Purpose?
  • How will You be Remembered?  What would you like to be your Eulogy?
  • Of what are you most Fearful?
  • What Limiting Beliefs are keeping you from achieving your goals?

The Re-Visioning Process was created to help you live your life by design, not be default. The purpose  is to help ignite your relentless burning desire, and lead you toward personal fulfillment. In other words, it will help you find you “why.”

Re-Visioning will help you develop a crystal clear map of where you want to go personally and what you want to accomplish in other areas of your life. As a result, the new clarity gained will help make your life much more meaningful.

You will want to spend some serious time reflecting, contemplating, and being authentic with yourself.

Create blueprints for achieving your goals and living your dreams.

WealthFit™ Plan Design

If you have ever been lost in the woods in a time before cell phones, you may remember wanting to get to a higher elevation so you could see where you are and where you may want to go.  It is not always easy to get a good vantage point when focusing on the trees or getting lost in the weeds early on.  For this reason. we like to start by taking the mile high view and quatifying how iterative changes in tax, investment, protection and estate plan implementation can make a major difference over a lifetime.

After the initial Re-Visioning meeting and agreement on the initial path forward, we believe in taking whatever time is necessary to develop your personal plan. This involves educating you on the what and why behind the necessary steps needed to get you closer to your desired future. Incremental steps are often necessary to make progress and as such we provide you with an implementation timeline and financial fitness checklist along with ongoing education and actionable steps along the way to move forward and to chart our progress.