The NEXUS Process

 

Most successful operations begin with a plan. Every  surgeon has a well rehearsed procedure in mind before they pick up the scalpel. Although each patient's situation is unique and adjustments will be necessary, the plan will greatly increase the probability of success.

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Unfortunately, most people begin their financial projects by focusing on products. This process sacrifices the benefits created by coordinating the effect of multiple types of financial tools. 

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We use the Nexus System as a road-map. It allows us to form a close relationship with each client, to understand their desires, and help them develop a plan to achieve their goals. It also guides our follow-up, which is a significant part of the success of any plan.