We often discover a person’s current plan involves a host of bank accounts, insurance policies, legal documents, employee benefits, savings & investment vehicles, and debt instruments most of which were decided upon independent of the others. This compartmentalized way of managing money is what we mean by making decisions in a vacuum. The inefficiencies this approach often creates can be significant. The name "Teleios" was chosen based on our convictions to help you within this key area.
When financial decisions are made in a vacuum, “we often discover $4 is being spent to accomplish 4 goals that $1 could have accomplished”. In our experience, most people are unknowingly losing the equivalent of around 15% of their annual income. Just think of the impact if we could find an additional 15% of annual cash flow to save, spend, or direct to opportunities. This concept of Finding Money is the foundation of our entire Planning Process.
Our planning process identifies key factors that are used to build a personal strategy based on accomplishing your unique goals. We go far beyond investment management by partnering with your family, business, or ministry so we can understand your dreams, desires, and ideas that are most important to you. Our planning system visually presents all of your financial information on a simple interactive screen.
It starts with scheduling a Discovery Meeting where we will help you determine what questions you should be asking and explain exactly what we do and how we can help. We are happy to host this meeting at our offices or online via a webinar. Complete the form below or call us at 321-213-3000 option 2 to get started.