The Progression Of Wealth^® Blueprint is based on our first meeting, usually a 90-minute session, in which we design a map of your dreams. Imagine that we are meeting here one year from today and your wealth management plan was successful; what does success look like? We ask you—and your spouse, if you’re married—what you want to change in your financial life over the next 12 months. How about over the next five and 10 years, and beyond? The meeting is led by Jay Heller or Brian Kohute and we find out what you are worried about, what will make you feel more secure and how you can use your money to lead a more fulfilling life. Your goals, aspirations and motives are all summarized in a two-page document. The Blueprint guides all strategies we design for you.