

Superior Results Start with a System,
Not Just Software
Every calculation is grounded in the Leap Philosophy, a unique and proprietary methodology that uncovers value others miss.

THE PROPRIETARY LEAP MODEL
Our functional framework includes 27 strategic elements to give you an integrated, holistic view of your client’s entire financial universe. Total clarity, total control.

THE MACRO MANAGER ADVANTAGE
Become your client's financial conductor. You expertly coordinate all of their resources to ensure every element works in perfect harmony.

PROTECTION-FIRST FOUNDATION
Become your client's financial conductor. You expertly coordinate all of their resources to ensure every element works in perfect harmony.
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Ready to Lead with Total Clarity?
The free calculator is just the appetizer. See how the Leap Pro system, including 30+ calculators, Stories, and the visual Design Center, will transform your client meetings and accelerate your referrals.


"Clients often tell me it’s the first time they’ve truly understood how everything fits together, and the Leap model gives them confidence, clarity, and a renewed sense of control over their financial future."

-CRAIG WRIGHT, MBA, CFP®, CHFC®
Financial Advisor, Strategic Financial


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