We help bridge the gap from current position to achieving goals!
Everybody has a gap between where they are in life, business & financial security, and where they want to be. Developing and achieving goals can be initially challenging, then become exponentially harder after achieving those goals and setting new ones, which are inevitably bigger & grander.
Our strategic integration model is tailored to your unique situation & goals, and provides specific plans, task dependency & pre-requisites, timeframes and KPI’s for the various goals and outcomes that you want to achieve.
We place a high amount of importance on the integration of various areas of your life. We have historically found that the various parts of a person’s business, financial and personal life do not work seamlessly, and in some cases hinder the growth in one or all of these areas and the ability to achieve goals and reach potential. Strategic integration of multiple parts of a person’s life means that business, financial and personal factors work as force multipliers, rather than competing commitments.
The Process
There is no obligation and no cost until:
- We know that we can help you, and
- You are confident that we can significantly help you achieve your goals.
Contact us using the Contact part of the website. We will then make an introductory call or email, and send through an information gathering link. The first meeting will be in person or video conference to go over your position and goals in more detail. We will then create the outline of the plan and arrange a second meeting to discuss this strategic integration plan and associated costs. After you consider our outline & associated costs, and are comfortable with everything, we can be formally engaged and start implementation.
Strategic integration
Areas that need to be considered, assessed and strategically integrated to become force multipliers include:
- Personal well-being
- Physical Health
- Mental Health
- Sleep & Diet
- Relationships
- Family
- Friends
- Community
- Business
- Business Growth
- Business Structuring
- Yield: both time & money
- Wealth Management
- Investments & Financial Plan
- Retirement Plan
- Insurance & Estate
- Time Management
- Work-Life Balance
- Time Budgets & Schedules
- Routines & Habbits
