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Planning Team Lead

Personal Planning

CIQ Diagnostic

Clarify Personal Direction

The CIQ Diagnostic allows us to quickly and easily establish a brief overview of your personal and business (if approprate) situation

Proactive Planning

Having established your direction we use our unique MAP planning process to drive Proactive planning opportunities and take advantage of our Virtual team of experts

Take the CIQ Diagnostic to:

  • Identify Options & Choices
  • Implement Solutions

Business Planning

BIZ Diagnostic

Clarify Business Direction

The BIZ Diagnostic evaluation will provide you with a starting point to develop a business roadmap that gets you where you want to go — and Maximize your Business Potential. Go ahead — give yourself an unfair business advantage today!

Maximize Business Potential

Nobody understands your business better than you — but unless you focus on the key business components — it’s unlikely you will Maximize Business Potential.

Take the BIZ Diagnostic to find out:

  • Your "BIZ" Rating % Today
  • Your Future Growth Potential %

Our Areas of Focus

Financial Planning

Insurance Planning

Legacy Planning

Advanced Personal Planning

Business Strategy

Vision, Purpose & Values Workshop

4 Ways to Grow Workshop

Value Proposition Workshop

Customer Service Separation & Framework Workshop

7 Wastes Workshop

CFO and Bookkeeping Outsourcing


Financial Forecasting

Leadership & Culture

Cultural Change

Business Exit Planning Review

Business Valuation

BIZ Diagnostic Review

Digital Employee and Robotics

Something Else

Business Protection - Risk Management

Employee Benefits

Business Finance & Cost

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