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“Simplicity, clarity, singleness: these are the attributes that give our lives power and vividness and joy.”
  — Richard Halloway

Step One: Enlightenment and Discovery —to recognize clarity

Client Centered


Enlightenment starts by examining and exploring the intrinsic needs of your core values–the source of true wealth. This first step may be through a personal consultation, a seminar, DVD, CD, or a book or article from our suggested reading list. We know that this enlightenment experience is the start of the transformation of your values into true wealth and prosperity.

Discovery (One to two hour meeting with your Consultant)

This meeting assesses your status, values, and needs; as well as discovering your future goals and needs. You will need to bring to this meeting documents and information regarding your mortgage, current tax returns, retirement accounts, investment and savings accounts, current insurance portfolio, other liabilities, and your livings trust and wills.

Recognizing and Achieving Clarity

The end of this step is to help you recognize that your True Wealth lies in your True Values. The process will also help you to discover and understand the dangers, opportunities, and strengths that lie on the pathway to your brighter future. This realization of this process is that it brings clarity to your goals and removes a cloud from your vision of the bright future ahead.

“Discovery is seeing what everybody else has seen, and thinking what nobody else has thought.”
-- Albert Szent-gyorgi