01 — Discovery

Starting with the Synergy call, we’ll get to know each-other; learn about your scenario, challenges and dreams; uncovering shortfalls, if any.

02 — Synergy

We commit to working alongside You in the process; with involvement in it’s design and formation.
After all, we’re better, together.

03 — Proposal & Fine Tune

We’ll present your Taylor’dPlan options, and finesse as-needed to provide You and Yours with the Solutions and Strategies that’ll elevate. This is when we will formally apply for your solutions.

04 — Execution & Living Process

Once everything is accepted, we’ll finalize and execute your plan; the process lives onwards and will be re-assessed at turn of Life Stage and/or Event.