Step 1 – First Meeting

We will meet to discuss the Lifetime Economic Acceleration Process™. We will describe the Confidential Questionnaire, which is the first step in providing you with a personal financial engineering analysis.  This questionnaire is designed to be easy and quick to complete.  The completed questionnaire along with associated financial documents will be needed prior to the next meeting.

Step 2 – Questionnaire Review Meeting

Using the completed questionnaire along with the financial documents you have provided we will discuss your complete financial profile.

Step 3 – PS&G Model® Meeting

Using the information provided from your questionnaire and documents from our second meeting we will present the results of the analysis that will map your financial future for Protection, Savings and Growth.  We will first discuss your present financial situation and then work with your future situation.

Step 4 – Strategy Meetings

From the results of the model and our discussions we will begin implementing the strategies we have agreed to that will aim to maximize your wealth creation with a minimum of additional expenditures.

Step 5 – Regularly Scheduled Meeting

We will maintain the role of the Macro Manager for your financial wellbeing.  We will meet with you on a regular basis to review and modify the plan when necessary to reflect any changes in your financial status and recommend implementation of changes when necessary.


Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC (HTK),  Registered Investment Advisor,  Member FINRA/SIPC – Eight Tower Bridge, 161 Washington Street,  Suite 700 – Conshohocken,  PA 19428  610-771-0800.  **1847Financial is not affiliated with Hornor, Townsend & Kent, LLC  **Neither Michael Gaudino nor HTK/1847 provide legal or tax advice.

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