Financial Plans to Double Net Worth in 3 - 5 Years

“People don’t plan to fail, they just fail to plan.”
– John L Beckley, Founder of The Economics Press

Most people in the Accumulation stages of the Cambridge Financial Life Cycle can double their net worth in 3-7 years.

Creating and implementing the plan is a six step process, .

1. Download, sign and submit the retainer with 1/2 payment.  We will email a password for access to the secure online interview "chat".  
    
2. Complete the interview. 
   
3. Advisor develops the first draft of your financial plan.   VIEW A SAMPLE PLAN  (pdf)
   
4. Advisor emails the plan for your review.
   
5. After completing your review, call our toll free number to schedule the two hour appointment with your advisor.
   

6. During the appointment, the advisor will answer your questions, make adjustments if necessary and help you with implementation.  The final result will be a 3-7 year wealth accumulation plan that  is achievable for you. The plan will include milestones for tracking your progress.
   
   The financial plan retainer includes an optional free hour to discuss a customized proposal for Wealth Advisory (WA) or Wealth Management (WM) services that fit your needs and goals.  The proposal will include a Cost/Benefit Analysis.  The fee for the Financial Plan can be credited against the first year cost of Wealth Advisory or Wealth Management services.