They are also available to help when your needs go beyond your mentor's level of experience. Many of them have also volunteered their time to speak at the Strategy Retreats and annual MasterPlan Alliance meetings. First, this is your life we are talking about. It's going to take some dedicated time to resolve some complex financial issues. Second, we want to allow you and your significant other plenty of private time to examine, work through and process the results.
Most people spend more time planning their vacations than planning their lives.
The time you spend at the Retreat is insignificant relative to getting the next thirty years of your personal and practice life on track for financial success. Let's take the time to do it right the first time . All this sounds great. The next step is to call the Alliance's office to schedule a qualifying interview with an Alliance staff member. A qualifying interview.