Phase I: Vision – What You Want

The Protected Retirement Process®

Vision Leads To Priorities, Priorities Determine Goals


What is the Pyramid of Clarity? • What’s the problem with starting with goals first? • Avoid the “Assembly-Line Planning trap.

Here attendees will learn how the Assembly-Line Planning industry starts with goals and why it could be detrimental to you, the client.  It usually means they are recommending a product BEFORE they really know you or your situation.


Want to travel? Give to charity? Volunteer? Working together, we determine what your dream retirement looks like.