• The Serenity Program™

  • The Fiduciary Review™

  • The Peace of Mind Program™


The Serenity Program™

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Who we are

We are Wealth Managers. We created The Peace of Mind Program™ - A program that integrates "Why-Based" Planning™ to help you achieve important personal and business transformations that will affect your life.

What we do

There are two platforms: basic and advanced. The basic service provides you with standard financial products and services. Admittedly, you can get these products and services from many other advisory firms. However, the advanced program we created, The Peace of Mind Program™, elevates everything to a much higher level and is only available from us. It's important to point out you don't need to give up your existing adviser to join our advanced program.

Professional Experience

The-advanced program evolved from our experience working with hundreds of clients over many years. We realize that standard financial products and services were not sufficient for most people and businesses as they are focused solely on the "how" and "what" of the planning processes. By focusing primarily on tools and technical issues, most financial advisors spend little or no time discussing what the client really wants and is striving for... any why. As a result, the financial plan is often inappropriate for the client's real objectives. For this reason, the client often loses money, their family is harmed and they do not achieve what they really wanted. However, if you take the time to focus on what you really want, and why, you will achieve a much better result.

Three Recommendations

  1. Honestly assess how you feel about your current situation.
  2. Create a written vision of what you really want and why
  3. Create and implement a Why-Based integrated plan to achieve those important transformations in your personal and/or business life.
To work on these recommendations, we offer a free 90-minute starter session. During this session, we will help you assess your current situation and help you figure out your "Why-Vision". We will then decide together where your vision-statement best fits-the advanced program or through the basic service model.