Step 3 – The Financial Matrix Review™




The key to financial well-being is understanding and being comfortable with all aspects of money and wealth.  The Financial Matrix Review™ provides a holistic review of your financial picture. 

It builds on the first two steps of our unique process: The Financial Clarity Questionnaire™, and The Optimized Life Conversation™. Those first two steps provided clarity on what’s important to you, why it matters, and how you choose between competing interests.

This third step It gives you a snapshot of where you are today as you plan for where you want to go. The main aspects of this review include credit, income, debt, assets, and managing risk. Having a good plan to get you where you want to go requires we know where you’re starting from.



Complimentary Consultation