We have created a methodology termed TRIUNE PLANNING® at the Consulate. The core of every successful financial plan is Life Planning—the values and goals that drive your decisions in life. Without being based on this foundation, financial planning recommendations not aligned with your values and goals stand little chance of being realized, or worse yet, may force you to alter your values and goals.
Once your plan for life has been clearly articulated, the Financial Planning process—spanning net worth, cash flow, insurance, education, tax, investment, retirement and estate planning (and their many derivatives)—flows naturally. Because the subject matter is so deep and wide, the application of comprehensive financial planning recommendations may take months or even years to properly implement. Information Planning, therefore, is the necessary and perpetual third step to ensure the proper information is maintained and available for retrieval.