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The 7 Steps of Financial Planning

We're Passionate about helping Financial Advisors and Financial Services Leaders Improve their Client Engagement Process with industry leading tools to create Abundance for their Clients, Themselves, and their Team.


After using the Total Financial Picture™ Process with a prospective client, the client said this is exactly what we’ve been looking for. They told me that their current broker managed their investments but did not provide them with a comprehensive picture of their financial reality. They ended up consolidating $1.5M in held-away assets.

Chuck McGee, CFP, ChFC, CLU

20 year financial advisor

I can say without reservation, that the Total Financial Picture™ Client Engagement Process is the most effective process I’ve seen in my tenure as a Financial profession, both as a Practitioner and Manager. I’ve had the opportunity to sit on board of directors, committees, attend LAMP, GAMA, and evaluate industry leading speakers and there is no doubt that this planning process will set the standard within our industry.

Clifford Weddington

District Financial Manager, CFP, ChFC, CFEBS



In Increased Efficiency




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