Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
The Leap Model®
Leap strategists and their clients work together to incorporate client data into Leap's celebrated protection, growth and savings diagram, better known as The Leap Model. It's made up of 27 individual drawers, letting both clients and advisors see the entire financial life at a glance, making coordination and wealth management a straightforward, uncomplicated process.
​
Visualizing Lost Opportunities
Like it or not, bank fees, government taxes, market volatility and more chip away at money and assets. This problem stretches far beyond the actual cost of the fees and penalties; it results in lost opportunity costs. What else could have otherwise been done with that money? The Leap Model helps you see the lost opportunity costs working against your wealth, and in turn offers strategic ways to overcome them.
​
Full-Scope Analysis
Looking at every aspect of the financial picture is one of the key components of the Leap approach. It's a simple idea that is so often overlooked in the financial arena. From debt to savings and investments to insurance, each part is separately analyzed to make it the best it can be. Then – and only then – the individual parts can be primed for coordination as a whole, maximizing every asset's efficiency and productivity.
​
Constant Collaboration
With Leap's interactive tools, clients and professionals are able to communicate and stay on the same page – even when they’re not physically together. Wealth protection, asset management and financial growth aren’t simply a “behind the scenes” activity with Leap. They all come together as a transparent coordinated effort that can be seen by both clients and their advisors in a way that simplifies personal finance and makes the most of client's potential.
The Leap Difference
​
"I became Leap licensed in 1994 and have been 100% exclusive to the Leap process ever since. The Leap Model allows me to organize my clients' financial life in an efficient, simplistic way. Leap strategies provide my clients with maximum protection while creating maximum wealth without asking them to spend much, if any, additional money. Most importantly, Leap allows my clients to achieve financial success under almost any situation such as stock market fluctuations, disability, premature death, lawsuit, high taxes and low interest rates. No excuses...just success!"
