Family Capital Connector*
Build your personal and financial future with The Family Capital Connector. Our approach brings vision, direction, and the professional resources you'll need for the challenges of today and opportunities of tomorrow. With our unique, four-phase approach, you'll take the steps to protect your family, build the lifestyle of your dreams, and a financial future you can count on.
Phase 1: The Connection Interview -- In this first step of our process we'll conduct a detailed Connection Interview designed to capture your dreams, lifestyle goals, and personal financial objectives. Together we'll build the foundation of insight and understanding that will guide the tailored recommendations of your Personal Connection Formula.
Phase 2: The Personal Connection Formula -- Connecting goals to actions, lifestyle to finance, and dreams to results; we'll present your Personal Connection Formula. This customized program of specifically tailored lifestyle and financial strategies, activities and unique experiences is designed just for you. We'll incorporate proven financial modeling algorithms and a host of resources to build an entire program of wealth building and protection strategies, family connection solutions and much more.
Phase 3: The Action Connector -- In this third step we take the appropriate actions to implement your plan. We'll collaborate on each area of your Personal Connection Formula in a series of one-on-one meetings to provide guidance, support and updates of progress.
Phase 4: The Momentum Connection -- Maintain momentum and stay the course. This continuing step of our process ensures progress is steady and ongoing. We'll meet periodically to review, revise and recharge in a series of one-on-one sessions with your Family Capital Connector specialist. In addition, throughout the lifespan of our relationship we will periodically provide educational sessions, special "members only" events.
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*The Family Capital Connector is a proprietary planning process from The Maddox Group, Evanston, Illinois. Heritage Consulting Group, Inc. retains rights to this intellectual property.
