The Leap Model
The Leap Model offers a full-scope picture of your financial life, allowing you and your financial professional to coordinate every financial decision. This integrative approach allows all your assets to work together like a beautiful, harmonious symphony.
The Power of Discovery
To plan for the future, you have to first understand your current financial position, which is why Leap arms you with a discovery process - an exercise you’ll complete with your professional. In a financial world that is constantly changing, knowing how your money works helps you control the pace of your cash flow and financial direction.
The Road to Financial Empowerment
In addition to financial discovery and the Leap Model, you’ll be armed with the information you need to position and prioritize your assets, and make the most of your financial power.