top of page

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.

Claim Your 60-Day Leap Free Trial

Register to receive the following Leap benefits:

Gain access to Leap for a 60-day FREE trial.
Learn about virtual and live Leap symposiums and workshops.

bottom of page