Vitalize
Bring Life to the Plan
We translate the recommendations from your financial plan into a clear and concise “punch list.” This tool, which we call a Vitalization Guide, describes all of the discrete action steps necessary to help you optimally align your financial arrangements with the present and future you want most.
Categorizing all of the action items by type and organizing them from “not yet initiated” to “in process” to “done,” this guide serves as a “how-to” manual that, if followed accurately, will help make sure all of the great ideas and money-saving insights we have discussed in your financial plan are brought to life.
