1. Owens Advisor Method
We explain who we are, how we work, what we do, and the tremendous value proposition we expect to bring to each relationship.
2. The Discovery of Values Process
We gather, share, and discover insights about your dreams and goals and assess your current situation to try to determine how to best help you.
3. The Owens Advisor Strategy
As a result of our in-depth research and diagnostic planning, we meet to customize and refine our Family Legacy Coach Strategy.
5. The Owens Network Approach
We work with other key advisors, professionals and family members to implement and communicate the plan to ensure completion and understanding.
4. The Unique Legacy Solution
We present a set of finalized Family Legacy Coach System recommendations.
6. My Unique Legacy Model
This is an evolutionary process that looks to the future where we carefully monitor the results.