Step 2. ANALYZE – your family’s current reality

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Your Current Reality Audit™

Analyze

Before we can begin the process of optimizing your wealth, we need to understand your current reality.

This involves exploring all the areas of your personal, family and business life that have a financial impact on your wealth.

This results in a high-level projection of your net wealth and sufficiency of financial resources that will help you meet the objectives revealed in Your Future Vision Conversation™.

Result: Understanding   |   Investment: Complementary

NEXT: Step 3. CREATE - a solid family wealth foundation

PREVIOUS: Step 1. VISUALIZE – your family’s desired future

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Adrian Spitters




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