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Why Leeway Planning?
Leeway Planning's guiding philosophy is “Process Over Outcomes” -- in other words, let's avoid “putting the cart before the horse.”
While it's important to have clarity on desired outcomes, prioritizing effective systems and processes allow the opportunity for favorable outcomes to naturally and sustainably produce themselves.
On the other hand, dialing in on a preferred outcome without understanding which activities to prioritize can result in more frequent and/or more painful headaches.
In short, focusing on the what without considering the how probably won't lead the way to long-term success.
About
Prescription before diagnosis is malpractice.
How it works
We will:
Agree to a Fitness Assessment
Define the scope of services
Define the roles of the engagement
Part ways if/when we are unable to perform our roles
Fee-for-service financial planning services range from $2,500-$5,000+
Investment management services range from 0.55% - 1.10% of assets under management