Whether you come into our planning process as an individual, a family or a company, our Cultivate Today Methodology celebrates you as the central figure in your planning journey. This methodology inherently asks you to participate in the design of your future. Participation takes the mystery out of planning, allowing you to relax into the process.
When you’re invited to become highly engaged in the planning process, you’ll find yourself stepping more deeply into it. You’ll notice more acutely why you’re sitting at the planning table at all. The core context of your vision will naturally take form.
Instead of planning as something that’s presented at you or done to you, we create your plan together. For the first time, your planning is you. It’s your greatest potential in quantifiable, actionable form.
With our Cultivate Today Methodology, you’ll feel an unprecedented connection to your choices. It creates momentum to take your plan with you, your family or your company – living it consistently in the bright light of day.
We realize that Covid-19 is a changing, fluid situation. At this time, we are not seeing clients or prospects in the office for meetings. However, our team is in the office daily, and we can make arrangements to meet you in the lobby/atrium if you need to drop off or pick up anything from us. If you absolutely need to meet with us in the office, we can work with you to make that possible.