The LifePath Voyage
The River of Life
Personal Goal Exploration & Discovery
Once you have decided to take the LifePath Voyage, an in-depth meeting will take you through several goal discovery exercises to pinpoint and develop understanding of your personal and financial goals.
Laying the Keel
Information Collection & Analysis
The preparation for building the infrastructure of your LifePath is the collection of all personal information related to existing estate, income, lifestyle expenses, investments, group benefits, and retirement plans. Together with your goals, this forms the base from which we begin. Documents to transfer existing investments to PWL Capital Inc. are signed.
The Maiden Voyage
The LifePath Presentation
During "The Maiden Voyage" you will participate in an active presentation and discussion of all aspects of your financial situation. Written recommendations are provided, of opportunities available, risks to be covered, and savings and benefits to be gained while focusing on goal achievement.
Setting Sail
Implementation of Recommendations
"Setting Sail" is a follow-up to the "Maiden Voyage" where all recommendations will be revisited. Decisions are made, priorities set, and a time flow-chart designed to assist you in keeping on track for goal achievement.
Global Positioning System Snapshot
Annual Progress & Repositioning
The "GPS Snapshot" keeps you on track with an annual update of all goals and achievements to date. New goals, wealth, and cash flow are updated. A valuable discussion of current position relative to priorities from the year prior and the long-term LifePath projections keeps all items of importance in the forefront.