The Clear Fun Method

Find joy in your work again!

We make it easy in 5 C.L.E.A.R and simple steps!

1. Clarify Your Goals

  • You should never feel like "success" can only happen for other people. Clarifying your goals keeps you from feeling stuck, no matter where you're starting from today.

  • We help you define your goals for education, career planning, cash flow planning, and tax savings.

  • We create definitions for your financial & business goals, so they move from “feelings” to achievable outcomes.

  • We revisit them throughout the year to ensure life or market adjustments are accounted for.

  • You’ll have a safe, judgment-free environment to share the experiences you truly want to achieve.

2. Leverage Your Numbers

  • We’ll help you make sense of the key success numbers in your business and personal finances.

  • See exactly how your specific numbers are helping or hurting your progress.

  • Know exactly what adjustments can be made so you can reach your goals faster.

  • How does your right debt ratio allow you to buy fun things?

  • Example: How will having a 6-months cash flow make your daily stress better?

3. Eliminate Your Threats

  • We’ll review anything that could possibly block better results in your business & financial life.

  • We’ll thoroughly cover the 9 Major Threats categories that could have the largest impact.

  • We’ll identify potential neutralization strategies, so you know you’re as prepared as possible.

4. Activate Your FUN

  • With Friends & Family, we’ll identify potential action items that will lead to tangible results.

  • With Unique Experiences - we'll also help you plan for those experiences that give texture to your life and make the fund things you want to do tangible.

  • With the Necessities of Life - when you wake up, what do you want life to look and feel like so that your every average day is fun and the best it can be?

5. Realize Your Best Results

  • Based on the data we collect, we'll identify potential action items that will lead to tangible results.

  • We'll assign priorities and timelines, so you realize progress as quickly as possible.

  • Your advisor will work with you (and any other third parties) to manage action items each month and ensure you're receiving maximum value.

 

Get Started Today

Don't waste time not having fun in your business.
We handle the major stuff so you can focus on what you do best.

 

• Book a free strategy call today.
• See exactly how we can help you pay less tax.
• Simplify your life & start having fun again!