Step 2 – The Optimized Life Conversation™




This is the most important element in our unique 6-step process. The Optimized Life Conversation™ is where we learn about your goals, dreams, aspirations, concerns, opportunities, and obstacles.

The key question is, “If we were talking three years from now, and you looked back, back to today, what has to have happened for you to be happy with your progress?”

Our clients always feel so energized when we go through this process. They say it is one of their favorite aspects of working with us.

This step builds on the Financial Clarity Questionnaire™ in step 1. If you would like a free copy of that questionnaire, click the link below.



Free Financial Clarity Guide