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Our experience includes many building types including residential, public and urban design projects.
Whether you are a financial advisor, planner, small business owner, a CEO leading in a large complex organization, or part of the executive team, your plan can be created in one weekend (or the equivalent) in a quick and stress-free way. Executives, managers and staff members can have The One Page Business Plan, just a click away. Results for every objective are tracked using online Performance Scorecards that are viewable by supervisors.
One of the most neglected aspects of a business plan is the failure to execute the plan daily and monitor the plan weekly.


Over the years, I've helped many financial advisors, small business owners, executives, and nonprofits create their plans. Often, when I create a plan for the CEO, and they start using it, they like the system so much, they ask me to conduct group planning sessions so that each of their staff has a focused plan to execute, too. Join other financial professionals who get exclusive content, special invitations, and keep on top of current practice management and marketing trends.
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As long as you (and your staff) has online access you can update your progress report and action plans weekly!


The system uniquely links plans and performance reporting in a very simple, yet highly effective manner. Our creative process tailored to our clients needs allows us to produce innovative architecture at all scales. The scorecard shows actuals, budget, forecast and last year actual, both graphically and quantitatively.



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