Two-day Session Overview
Helping you to reach economic freedom.
DAY ONE
Morning
Continued In-depth Discovery: We review what we learned from the discovery documents you sent us prior to our meeting. We ask questions to ensure we have a complete understanding of your current financial situation.
Afternoon
Wealth Optimization Plan: We present your personal financial plan, including each element of Economic Freedom Planning. We design an investment portfolio tailored to your unique needs. We discuss our recommendations, address your questions and work through adjustments until we have a plan that works for you.
Evening Homework
Vision Casting and Life Alignment: You spend the evening reconnecting to your values and the most meaningful aspects of your life. Then you create a series of written vision statements — personal, professional and relational.
DAY TWO
Morning
Vision and Life Alignment: We review your homework and provide support for living your vision. If applicable, this may include working toward alignment between you and your spouse or significant other, finalizing your vision statements and discussing daily decision making in the context of your vision and determining the impact of your vision on your financial plan.
Afternoon
Comprehensive Economic Freedom Plan: We begin with a thorough review of the overall plan to ensure complete understanding and alignment, including any further adjustments to connect your vision with your personal financial plan. If using multiple Mercer Advisors services, we provide introductions to your entire Mercer Advisors team.
For business owners, we assess your business and staff performance in order to align your current reality with your business vision. We also bridge your business and personal economics, incorporate your ideal calendar and provide coaching for bringing it all together.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
