Cour Financial is committed to helping you achieve your goals and destination by creating a "charted course" that encompasses all aspects of your financial life. Just as no two people are alike, so too we believe no two financial strategies are the same. We offer creative solutions for each unique situation. We strive to help you overcome any financial uncertainties you may have by taking control of your finances and moving toward your goals.
A typical financial plan* involves an analysis of your business plan, estate plan, and retirement plan. This course of action will lead Todd in helping you obtain the Ultimate Purpose Plan based on your unique circumstances and situations.
The Ultimate Purpose Planning System is the process we created and use to guide you in discovering direction and developing objectives, based on your mission, vision, values, and goals.
Our process is driven by your PURPOSE and encompasses four steps:
Focusing on your Direction
During this phase of our process, we will "focus" on your current personal, business, and estate plan gathering relevant information to create a "visual balance sheet". This "balance sheet" will aid us in discovering what is important to you.
Magnifying your Destination
"Magnifying your destination" involves gaining clarity into your mission, vision, values, and goals. We want to know the true "purpose" behind your planning, or what we like to call the what and why of our process.
Viewing possible Obstacles
Throughout this step, we will evaluate your current direction and compare it to your desired destination. During this time, we will agree on possible obstacles that could deter you from your ultimate objectives.
Ultimate Purpose Plan
In the final step of our process, we will present to you the action steps that should be taken to reach your destination. During this phase we will engage in a mutually agreed upon relationship in which we will activate your Ultimate Purpose Plan.
