Overview

Our Value Proposition

By adopting this proactive approach, we become "your partner in planning"

Starts with

Discovery & Diagnostic

Clarifies

Goals, Direction, Vision

Work to build

Proactive Plans

Access to Wider

Virtual Expertise

Desire to take

Action & Implement Solutions

Sustained through

Regular Meetings

We hold your hand throughout the proactive planning journey.

Map Planning Process

5 Step Process Overview

DIAGNOSTIC

Identify potential needs through our CIQ Diagnostic and establish priorities

Step 1

EXPLORE

Virtual Family Office if expertise outside the Proactive Planning Team is required

Step 2

DEEPER DIVE

Deeper Dive Diagnostic, if necessary, to further clarify needs

Step 3

EDUCATE

Options/Potential Solutions provided to client

Step 4

IMPLEMENTATION

Client in Control at all times

Step 5

Ongoing Map Review Process

Throughout the year we will revisit your prioritized plan and implementation process to identify next steps and consider any “parked priorities”

  • Updated Annually
  • Big Picture Goals
  • CIQ Diagnostic
  • Client Service Level Choices
Schedule a meeting

Contact

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Planning Process

Resources

Links

Securities and Advisory Services offered through Centaurus Financial, Inc., a registered broker/dealer and a member FINRA and SIPC. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in Utah, Colorado and Arizona.

SDP Personalized Planning and Centaurus Financial, Inc. are not licensed to provide tax advice. Any advice given should not be considered as tax advice, and clients should consult with a professional tax advisor before making any decisions that could impact their finances.

© 2023 SDP Personalized Planning. All Rights Reserved.
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