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OUR PROCESS & PHILOSOPHY
OUR PROGRAMS
The Building a Foundation Program™
The Securing the Future Program™
The Preserving Wealth Program™
The Corporate Class ENHANCEMENT™
The Issues & Concerns Analyzer™
The Confidential Data Gathering Package™
The Great Reveal™
The Truth Plan™ (Parts 1 and 2)
The Portfolio Management Spectrum™
The Health Protection Plan™
The Kaizen Financial Planning Roadmap™
The Cohesion Scorecard™
OUR TEAM
Scott E. Plaskett, CFP®, FEA®
Catherine L. Plaskett, CFP
Jennifer Jacobs, BA, CFP®, CLU, RHU
John (Kalos) Kalogriopoulos, Fin.Pl.
Mike Chronowich
Heidi Rumohr BA, CHS, EPC, CCS
Niyousha Falaknazi, BSc., PMP, C.Mgr.
Jill Martin
Joann Cathcart
Christina Chreptak
Vanesa Aristizabal
TESTIMONIALS
FAQ’s
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