Our Process

First Meeting

We will meet to discuss the Lifetime Economic Acceleration Process™. We will describe the Confidential Questionnaire, which is the first step in providing you with a personal financial engineering analysis. This questionnaire is designed to be easy and quick to complete. The completed questionnaire along with associated financial documents will be needed prior to the next meeting.

Questionnaire Review

Meeting using the completed questionnaire along with the financial documents you have provided we will discuss your complete financial profile.

PS&G Model® Meeting

Meeting using the information provided from your questionnaire and documents from our second meeting we will present the results of the analysis that will map your financial future for Protection, Savings and Growth. We will first discuss your present financial situation and then work with your future situation.

Strategy Meetings

From the results of the model and our discussions we will begin implementing the strategies we have agreed to that will aim to maximize your wealth creation with a minimum of additional expenditures.

Regularly Scheduled Meeting

We will maintain the role of the Macro Manager for your financial wellbeing. We will meet with you on a regular basis to review and modify the plan when necessary to reflect any changes in your financial status and recommend implementation of changes when necessary.

LEAP®, Leap-The Model for Financial Success™, The Leap Model™, The Model for Financial Success™, Financial Junk Drawer™, Money is Not Math Math is Not Money™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, The Rule Makers™, Internal Design™, Protection, Savings, and Growth (PS&G) Model®, Lifetime Economic Acceleration Process™, Financial Stories™, The LEAP Model Rulebook®, are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of the Penn Mutual Life Insurance Company (PML). Trademarks belong to their respective owners. It is important to note that the implementation of any strategies provided as a part of LEAP Systems, LLC are designed to aid one in reaching their financial goals, but no assurance can be made that these goals will in fact be reached. Individual results may vary.


3025 Carrington Mill Blvd. Suite 150,   Morrisville, NC 27560   info@navfin.com   (866) NAVIGON   (919) 941-6263  |