Knowing how to fulfill your intentions begins with knowing your intentions.
We utilize a discovery process to help you achieve clarity for what you want for yourself, your family and society.
The discovery process is the first step in our relationship with you. You are asked what is important to them for yourself, your family and your place in society. We continue this conversation with you as we pose questions through one-on-one meetings and experiential based processes.
These inquiries are designed to encourage you to reflect upon what you value most and what you hope to achieve in your life. After helping you develop a more complete knowledge of the ideas and objectives that are central in your life, we explore how your concerns and principles can shape your decisions and guide you to become more intentional regarding your time, relationships, health and money.
The clarity achieved guides the relationship between you and Global Vision Advisors and shapes a plan of action.
Global Wealth Optimization™
We utilize a decision making system that empowers you to gain clarity and achieve confidence.
The system is divided into two parts by the planning horizon. Above the horizon we help you clarify, document and manage your vision, mission and values. We discern what and why decisions need to be made. Below the line we help you be more intentional with your wealth and help find appropriate strategies, tactics and tools. We determine who is needed and how best it can be done.
Step One: Discovery Profile
The first step is to complete our discovery profile process. This process leads to clarity around what is important and helps prioritize what areas of life need decisions.
Step Two: Solution Design
The second step is where we utilize the resources of the firm and your existing advisors and/or bring in the right people to design the solutions best suited for achieving your goals.
Step Three: Solution Deployment
The third step is to oversee the implementation of those decisions in a way that best matches your intentions and preferences.
Step Four: Results Management
The fourth step is to work on a plan to monitor solutions and provide communication to maintain confidence and sustain results.
Discovery Profile
The goal of the discovery profile is to help you clarify and create the life and results that you want for yourself so that you can move into each new stage of life with confidence.
The process involves the following five steps:
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Define:
In Step 1, we will help you capture and define your vision for your future and what is important to achieve for yourself, family, and society. We will document your vision in a written report that will allow you to confirm your vision and share it with others who are important in the process.
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Measure:
In Step 2, we will work with you to measure what is needed to accomplish your vision for the future. We will quantify each financial goal.
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Balance:
In Step 3, we will help you balance your wealth and how you allocate resources to time, health, relationships and money. We will assist you as you prioritize your plan and decision making.
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Discern:
In Step 4, we will help you discern among available choices and how to implement solutions.
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Action:
In Phase 5, we will help you create an action plan to track your progress toward your vision and provide management of the results.
A wealth coach offers
far more than just financial advice;
they provide a supportive partnership dedicated to your financial well-being. By leveraging their expertise, personalized guidance, and commitment to your success, you can gain clarity, confidence, and ultimately, achieve your financial goals with greater efficiency.
If you’re ready to take control of your financial future and explore how a wealth coach can help you, reach out for a consultation today. Your journey to financial empowerment starts here.