The 4D $martLife Process
What you can expect from the $martLife Programs
We want to DILIGENTLY serve regular Main Street neighborhoods all across America. Providing households and business access to knowledge, guidance and coaching programs. To enable them to brake free from the debt cycle, accumulate wealth and provide tax free guaranteed retirement.
We perform the complimentary $martLife Review to truly DISCOVER a real financial needs analysis; this is a holistic review. We cover discovering fears, wants, needs and objectives. Learning just how "in the dark" you are about finances, estate and legacy planning. What their current income, savings and debt ratios are. Sometimes mediating between families and helping them communicate with each other more effectively.
We DESIGN a complimentary, confidential and customized Know Your Numbers TM Review. This step gives detailed options, methods and milestones for measuring and achieving a client's personal goals, addressing their concerns and delivering them into a place of Financial Independence and Retiring Easy.
We finally DEPLOY and become our client's coach and accountability partner. We keep you focused on the big picture. $martLife Programs ensures the plan is followed, reviewed and updated regularly, particularly if there has been a major life event. We provide a plan, that delivers a disciplined approach to your self-determined end goal. We encourage our clients to be decisive, to make decisions and follow through with them.