The Systematic Financial Solution®

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.

Process Overview

The 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 SM

identifies and prioritizes lifetime personal and financial objectives.

The Data Collector SM

facilitates collection and organization of stratetgic information.
Discuss
and
Decide

The Crucial Decision Maker SM

provides an integrated, customized framework for making crucial decisions.

The Resource Allocation Plan SM

provides the short-term details to translate the long-term plan into current actions utilizing the Three Account SystemSM.
Implement
and
Monitor

The Seven Investment Fundamentals SM

 are the most effective principles for building portfolios that maximize the profitability of achieving financial success.

The Systematic Investment Process SM

is 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 SM

is a tool used to execute decisions in a consistent and timely manner.