Discover – First we meet to discover and understand your goals, needs and dreams.
Reveal – We then work together to reveal financial resources and assess the capabilities you have to provide for your goals, needs and dreams.
Explore – Our team explores and develops a plan to align your resources and put you on the path to achieving your goals.
Advise – We review the alignment of your resources and path toward realizing your goals – then present an investment strategy and propose our services.
Implement – At your service, we help you implement your tailored plan.
Supervise – Once the plan is in place, we meet, monitor and adjust as needed.
We are proud to deliver goals based simulation planning to clients.
On April 20th, 2021 Procter & Gamble reported 3rd quarter 2021 earnings results (see P&G’s press release here). For the quarter, the company reported top line revenues of $18.1 Billion; up 5% versus last year and beating the $17.9 Billion consensus revenue estimate. Diluted earnings per share in Q3 was $1.26 vs. a $1.19 consensus […]
On October 20th, 2020 Procter & Gamble reported 1st quarter 2021 earnings results (see P&G’s press release here). For the quarter, the company reported top line revenues of $19.3 Billion, beating the $18.3 Billion consensus estimate and diluted earnings per share were $1.63 vs. the $1.43 consensus estimate. First quarter 2021 net sales growth was […]
