A proven approach to Comprehensive Financial Planning
APEG's proprietary Goal Oriented Actively Linked Segments (G.O.A.L.S.) approach makes Comprehensive Planning approachable without sacrificing thoroughness for both professionals and the clients they serve. It follows a disciplined order of addressing the segments of planning so that information gathered, and goals addressed in one segment are used to support the segments that follow. The approach recognizes that decisions in one segment of a comprehensive plan may have consequences in one or more of the other segments, thus demonstrating the linked nature of decision making.
G.O.A.L.S. is supported by APEG with:
2 Hours of quick-start overview educational content.
In-depth educational content to identify and explore planning opportunities observed throughout the interview process.
Customized support material for both live and virtual client meetings.