InSight-Full® Planning Focus
Required Rate (January)
The return you require to achieve your financial goals.
Spend Rate (March)
We review with clients the relationship between the money they earn and the money they spend, and how that affects their financial vision.
Employment Dependency (May)
How much of your cash flow is dependent on your continued employment. When they you legitimately begin positioning yourself to no longer work (or work by choice).
Risk Management (July)
Calculate the amount and type of insurance you and your family needs in relationship to your financial plan.
Savings Rate (September)
How much of the income our clients are generating and putting into long term productive asset ownership is a key indicator for how successful their plan will be.
Tax Rate (November and December)
Benchmarking your tax situation allows you to confirm that your investments and income are being taxed in line with your financial plan.