The UltraVision System® empowers entrepreneurial confidence through a time-tested feasibility study that assembles soft and hard facts into sophisticated math models, a family wealth letter of intention and a prioritized list of options for major progress. An engagement provides some of the clearest insights on how to make desired progress.
Are you a good candidate for completing The UltraVision System®? That Depends…
- Do you wonder if you pay more in taxes than you need to?
- Do you have growing financial complications in your life?
- Is your future brighter than your past?
- Are you busy, successful and open to delegation?
- Do you feel you are wasting time on your finances when you should be focusing on your business or spending time with family?
The UltraVision System® Phases
Feasibility
You begin by clarifying your strategic goals. Next you work with us to inventory, organize, and crystallize your old plan and its financial capacities. This phase ends with an estimate of your benefits from implementing The UltraVision System®.
Design
Next we work with you and your chosen advisors to build your new plan. At the end of this phase you will receive a detailed action plan that empowers you to achieve the benefits of your new plan.
Implementation
A plan without action is valueless. During this phase we work to implement your action plan. Our involvement assures consistency with your goals and your new plan. Your new plan is now fully implemented.
Review
With your new plan in place, we measure the actual progress of your plan periodically. We work with you to confirm the current appropriateness of your previously stated goals. When necessary, you restart The UltraVision System®.
Initial Deliverables
A Family Letter of Intent which is a written inventory of your dreams, goals and ambitions.
A Math Model of your future including:
- A financial independence study will determine any “gaps” with regard to your future financial independence.
- Projections of future business and asset values and their sufficiency for your goals.
- A business transfer report to determine the ultimate distribution of the business and the tax considerations of such transfer under various scenarios.
- A detailed, American Bankers Association formatted financial statement.
- A one page summary checklist of customized “gauges” that measure your financial progress over time.
- A wealth preservation audit of the various risks your wealth is exposed to and the sufficiency of the systems you now have in place for preservation of your business.
A Summary Opinion Letter of your major opportunities for enhancing your future financial progress.
