Our Six for Life Model®
“Qualitative
verses
Quantitative”:
Our Six for life Model® was developed as a simple method for compartmentalizing life.
It consists of five qualitative areas and one quantitative.
All six areas are interdependent on each other.
Qualitative: “Life”
1. Physical (P): Time and energy
2. Intellectual (IQ): Critical thinking
3. Emotions (EQ): Above or below the line of awareness
4. Spiritual (Sp): Purpose, connectedness, and meaning
5. Social (So): Roles, relationships, and responsibilities
Quantitative: “Money”
6. Financial (F): Money or the Math of Life
Simple and
effective approach
for managing
personal change.
- How much time and energy will my desire for personal change take?
- What questions should I be asking?
- What emotions are driving my desire for change?
- What’s the purpose and meaning of my desire for change?
- Who are the people and how will they be affected by my desire for change?
- What are the potential costs of my desire for change?
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Our Client Relationship and Experience:
Our client relationships and experience are based on trust and to develop trust we take a coaching, education, and advice approach which we further defined as:
What is Coaching?
Our simple definition of coaching is not to judge, try to fix, or instill our personal bias and values on our clients.
We support our clients by asking open ended questions to create the perspective for them to make decisions that are in alignment with what they value the most.
What is Education?
Our approach isn’t a lecture series but rather a dialogue to educate our clients on the areas where they may be lacking the knowledge and perspective required to make well informed decisions that are in alignment with what is most important to them.
What is Advice?
The Merriam-Webster dictionary defines advice as careful thought, consideration, deliberation, and/or recommendation regarding a decision or course of conduct.
While we embrace these definitions, we further define advice as being fair-minded, creating perspective, and a willingness to disclose our own personal bias.
Our Discovery Process
We take what we do very seriously! As a fiduciary we begin every new relationship with our proprietary discovery process the Six for Life Blueprint Program®. This program allows us to work together in a collaborative effort to understand where you have been, where you are, and what you hold true for your future.
The Six for Life Blueprint Program‘s® purpose is to increase your level of awareness so you can ask better questions, make better decisions, thus giving you greater control over your financial future.
The Six for Life Blueprint Program® will help you:
– Forecast and track your expenses allowing you to keep more of your money.
– Review your current and long-term debt with the goal of reducing or eliminating the need for credit financing.
– Maximize the value you are receiving from your insurance while seeking to reduce your overall cost.
– Increase your savings and investments, diversify your risk, while seeking to improve your returns.
– Review your taxable income while seeking strategies to reduce your federal and state income taxes.
– Create an effective estate plan before it is too late.