Your Why and How *Click Each Arrow to Move Back and Forth or Click the Cog to Set Autoplay* Tell Me Your "Why" and I'll Tell You "How": Change Your Relationship with Money1. Discover: Help you blueprint your values, goals, and objectives specific to you in order to discover what you need.2. Analyze: Analyze your current situation and marry it with what needs to happen to accomplish your goals.3. Develop: Develop tailored strategies by offering systematic steps to help accomplish your specific goals, as well as providing options and alternatives for achieving your goals.4. Implement: Provide accountability and tools to sustain and manage your current and future wealth.5. Monitor: Regular progress checks quarterly, combined with a secure personal real-time portal, will ensure that no concern falls through the cracks.