BIGGR Framework™

3 Step Process Graphic

Step I: Awareness.

Let’s face it. We’ve all done some form of planning, but often we wonder if our current actions are aligned with our unique motivations or if we’re simply following advice from others. Since BEHAVIOR plays such a crucial role in financial success, the first step is to bring awareness to the connection between our financial behavior and the outcomes experienced in the past, as well as those experienced in the present and the future.

Step II: Engage.

With a newfound awareness of the intrinsic motivators driving your financial behavior, we engage you in a meaningful conversation about your future financial goals that will not only benefit you but also generations to come. We delve into your sources on INCOME and assets and gain clarity about your GROWING GOALS. Then, we organize the information in a strategic manner to serve a common goal. This allows us to bridge the gap between your current financial status and where you aspire to be in the future.

Step III: Action.

We believe in a prudent approach to RISK management. We understand that taking on unnecessary risks can negatively influence your financial behavior and hinder your financial goals. We design customized solutions that empower you to emotionally commit to taking action and staying the course towards your financial objectives. By minimizing unnecessary risks and keeping you focused on your long-term goals, we help you achieve a brighter tomorrow with confidence and peace of mind.

BIGGR Client Profiles