Since our founding in 1988, Resource Consulting Group has developed numerous unique methods, processes and approaches for financial planning and investment management. The Systematic Financial Solution® is an integrated approach to goal setting, financial analysis and implementation designed to maximize the probability of achieving financial goals and maintaining financial independence.
The Systematic Financial Solution®
Process OverviewThe Systematic Financial Solution® is a unique process designed to meet the specific needs of the wealthiest one percent of Americans. Wealthy Americans want an uncomplicated, concise and organized system to maximize the probability of achieving financial goals and maintaining financial independence.
|Review and Analyze|
The Financial Priority Game Plan SMidentifies and prioritizes lifetime personal and financial objectives.
The Data Collector SMfacilitates collection and organization of stratetgic information.
|Discuss and Decide|
The Crucial Decision Maker SMprovides an integrated, customized framework for making crucial decisions.
The Resource Allocation Plan SMprovides the short-term details to translate the long-term plan into current actions utilizing the Three Account SystemSM.
|Implement and Monitor|
The Systematic Investment Process SMis an efficient and effective mechanism for implementing the Investment RoadmapSM which sets forth specific policies to be followed in managing individual portfolios.
The Systematic Results Achiever SMis a tool used to execute decisions in a consistent and timely manner.