The True Wealth Transformation
THE CLEAR DIAMOND LIFE PROCESS
An eight-step process designed for your unique situation.
Clear Diamond Life advises individuals, families, and businesses on ways to grow their money using the same strategies the wealthy have been using for decades. Through our eight-step True Wealth Transformation process, we will explore the options currently available to you and build a custom wealth plan designed for your unique situation.
We do this through a series of meetings, each of which ensures that you fully understand all of the information before we move on to the next step in the process. In most cases, each step listed below represents a separate meeting or phone call in which we cover all of the information in detail with each and every client.
The True Wealth Discovery
What's your ideal future? This meeting assesses your current status and future objectives.
The Success Formula
This meeting ensures your understanding of necessary financial principles and presents the recommended Success Formula for your financial and civic assets.
The Action Blueprint
The Action Blueprint is finalized, complete with unique strategies and illustrations for achieving your True Wealth.
The Accountability Factor
At each anniversary of your plan, we provide premium billing notices and/or annual account statements, as well as assess our mutual accountability in achieving your True Wealth.