SME™is a defined process that includes…

  • The Bridge Conversation™ that provides clarity on what’s important to you… goals you want to achieve… and the life you want to live.
  • Engaging a team of experts that tells you exactly what to do with your cash reserves, growth assets, debt and risk management so you have the highest probability of achieving your goals.
  • Engaging your team of experts to implement your personal step-by-step action plan.
  • Ongoing in-person progress reports… three times a year… that tell you the progress you are making toward your goals.
  • An intentional plan of action for improving your quality of life.