-
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
Prescription before diagnosis is malpractice.
How it works
An engagement with Leeway Planning requires mutual agreement on the framework for a working relationship:
Define the scope, expectations, and terms of a financial planning engagement
Understand the costs, recommended solutions, and responsibilities along the way
Leverage the 7-Step Financial Planning Process with a CERTIFIED FINANCIAL PLANNER™ practitioner
Financial planning services range from $2,500-$5,000+
Investment management services range from 0.70% - 1.10% of assets under management