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“Happiness is not a matter of intensity but of balance and order and rhythm and harmony.”
  — Thomas Merton

Step Three: Transformation and Implementation —to attain balance

Client Centered


Your Transformational Plan was designed as a human-centered and interdisciplinary process that seeks to create desirable and sustainable changes in behavior and your four asset areas. The plan is like an action blueprint for your future. It is filled with unique strategies and illustrations for achieving your True Wealth by means of your True Values.


Working with you and within the framework of your core value system, we start putting your Transformational Plan into action. All medical exams, insurance contracts, repositioning activities, trusts documents, and other necessary steps of your Transformational Plan are executed and carried into effect.

Attaining Balance

The result of this process is attaining balance or cohesion in your Transformational Plan. There are two areas of balance or cohesion in your plan: (1) where some parts of your plan are grouped so they contribute to a single well-defined task; and (2) where some parts of your plan are grouped so they logically combine to do accomplish the same thing, even if they use a different path or method.

"Be aware of wonder. Live a balanced life - learn some and think some and draw and paint and sing and dance and play and work every day some."
  — Robert Fulghum