Why Leeway Planning?
Leeway Planning's guiding philosophy is “Process Over Outcomes” -- in other words, let's avoid “putting the cart before the horse.”
While it's important to have clarity on desired outcomes, prioritizing effective systems and processes allow the opportunity for favorable outcomes to naturally and sustainably produce themselves.
On the other hand, dialing in on a preferred outcome without understanding which activities to prioritize can result in more frequent and/or more painful headaches.
In short, focusing on the what without considering the how probably won't lead the way to long-term success.
About Leeway Planning
Strategic financial planning for six-figure earners ready to build financial security, freedom, and generational wealth.
How it works
Hiring Leeway Planning requires mutual agreement on the framework for a working relationship:
* Define the scope, expectations, and terms of a financial planning engagement
* Leverage the 7-Step Financial Planning Process with a CERTIFIED FINANCIAL PLANNER™ practitioner
* Understand the costs, recommended solutions, and responsibilities along the way