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LEAP stands for Lifetime Economic Acceleration Process. It’s a diagnostic and visual planning framework that helps you organize, understand, and optimize every part of your financial life—all on one page.
This isn’t just a visual tool. It’s how we help high-income earners:
Gain clarity over their entire financial life in a single conversation.
Make strategic decisions with confidence—not guesswork or second-guessing.
Identify and fix inefficiencies that drain time, money, and energy.
Finally feel in control of their wealth—not reacting to advice from disconnected professionals.
Book a Discovery Call to see your full financial picture—organized, visualized, and actionable.
Most financial planning focuses on accounts. And often, those accounts are managed by different people with different agendas—none of whom are seeing the full picture.
You may have great products, but they’re often working independently. That creates inefficiency, overlap, and hidden risk.
LEAP solves this by:
Giving you a complete view of your financial world —so you can finally see how everything fits together.
Revealing where your money is leaking, underperforming, or working against itself —and showing you how to fix it.
Clarifying where your strategy is coordinated—and where it’s not —so every decision moves in the same direction.
"It's like seeing the top of the puzzle box for the first time. You finally understand what you're building."
With LEAP, you stop operating in a financial junk drawer—and start making decisions from a place of structure.
When we create your LEAP map, we organize and visualize the following:
Protection
Your life insurance, disability, long-term care, legal protections, and how they align with risk exposure.
Assets
Banking, investment accounts, retirement plans, business equity, real estate, and more—categorized by tax treatment and access.
Liabilities
Mortgages, student loans, business debt, and how those obligations affect your flexibility.
Cash Flow & Savings
Where money comes in, where it flows out, and how efficiently it’s being captured for long-term goals.
Taxes
Where you're deferring, where you're exposed, and what’s being lost to unnecessary taxation.
This single-page model becomes your financial dashboard—simple, strategic, and synced.
“Working with Brock has completely changed the way I think about money, and that shift has had the biggest financial impact on my life.” — Louis, Account Executive
We’ll show you how everything connects—so you can move forward with clarity.
Most advisors build plans around products or projections. We start with structure.
LEAP is not about hoping your investments grow fast enough. It’s about seeing your entire strategy clearly enough to course-correct, coordinate, and accelerate your outcomes.
Here’s what sets it apart:
Visual clarity: Everything in one place, so nothing gets missed.
Holistic coordination: Cash flow, taxes, protection, debt, investments—all connected.
Ongoing relevance: The model grows with you, updating as your life evolves.
Client control: You’re never guessing what’s happening—you’re directing it.
“Brock has a remarkable ability to help clients uncover financial matters they may not have even realized existed—and guide them toward efficient decisions.”
—DeWane L., Managing Principal
Every client begins with a LEAP overview—not as a “plan,” but as a diagnostic.
We start by:
Organizing every account, asset, and policy.
Reviewing your current cash flow, protection, and goals.
Mapping all elements into a single visual.
Then, we walk you through what you’re really working with:
What’s efficient and what’s not.
Where there’s duplication or friction.
Which areas need immediate attention.
This isn’t just educational. It’s empowering. It’s how we eliminate financial fog and get to real clarity, quickly.
"Most people don’t need more income—they need to see where their income is already being lost."
LEAP makes that visible.
LEAP isn’t a one-time deliverable. It’s the decision-making framework we use throughout your entire relationship with us.
When we revisit your plan—whether it’s about taxes, investments, protection, or legacy—we reference the LEAP model to stay aligned, coordinated, and clear.
It becomes your wealth command center: always visible, always evolving, and always grounded in your values and goals.
“Since working with them, I’ve made steady financial progress and gained something unexpected—more confidence in making financial decisions.”
—Ambika S., Dentist
LEAP isn’t the end goal. It’s the beginning of better decisions.
We use it to ensure every dollar you earn is optimized—across income, protection, taxes, savings, and long-term goals.
If you’re tired of disjointed advice, siloed professionals, or not knowing what’s working (and what isn’t), let’s start here.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.