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Our Process

The Playbook Pro Method

The Playbook Pro Method

Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process called The Playbook Pro Method, which is supported by 6 Pillars of Financial Planning that integrates financial planning with, retirement income planning, tax planning strategies, risk management/mitigation, legacy planning, with value-added services for successful individuals, families, professionals and business owners. 


The Playbook Pro Method is designed to continually adjust and monitor your critical life and financial events and is set to sync with your life as it unfolds and as your needs evolve.

The Playbook Pro Method allows us to focus on two essential details: What MATTERS and what we can CONTROL.

Matters

Matters

We never lose sight of the WHY! We maintain focus on what matters most to the families we serve. This is the FORM in our Tenzing FORMula:

  1. Family
  2. Occupation
  3. Recreation
  4. Money

Family legacy, Occupational pursuits, and Recreational aspirations are the WHY in our Philosophy and direct each decision we make. The Money? Well, that's the HOW, and that's where we come in. We have a process to filter the noise and focus on what's important, to help you face the future with anticipation rather than apprehension.

Control

Control

There is so much that goes on in the world, the economy and the financial markets that is out of our control, and to be candid, we don't spend a lot of time worrying about those things. Those "winds" are always blowing and always changing, but we believe that it's not the wind we should focus on, it's the set of the sail.

There are 3 essentials that allow us to remain focused on what we can control:

  1. Philosophy - Enables Clarity
  2. Planning - Provides Comfort
  3. Process - Inspires Confidence

Have you met Andy?

Andy has a wealth of experience in the financial services industry.

Meet Andy

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