"If you can’t describe what you are doing as a process, you don’t know what you are doing." - W. Edwards Deming

Process

The Crystal Clear Advantage ™

The Conversation Builder

By covering the structure, details of our relationship, and compensation in this first step, we are creating the foundation for a good working relationship.

The Strategic Blueprint

Decision-making is key to financial success, and good decisions come from having the right information. Values, needs, priorities, goals, and expectations – these are all part of the equation when it comes to making good financial decisions.

The Opportunity Filter

Our analysis is especially valuable for two reasons. First, the records and documents you provide are organized. Organizing is the easiest way in the world to improve your life. Things that are in their place are easily found and require only minimal attention. Second, areas of concern and areas of opportunity are identified.

The Awareness Transformer

This process ensures that your financial plan is organized, in language that is clear to you, and that it is exactly what you have expected so that you can make informed decisions.

The Ultimate Focus

By completing this step, you have the confidence of knowing that your plan is in motion and that we have begun to help you achieve your goals.

The Relationship Expander

This transforms your financial plan into a living document and ensures that it will never become outdated.

Charles is the creator of The Crystal Clear Advantage™, a carefully orchestrated six-step process that helps you master your finances and make financial decisions that are consistent with your goals.