Financial Fire Drill Blueprint was created by Dan Tamburello, former U.S. Army Officer and 20-year veteran of the financial industry. In today’s world, technology has become a sheer necessity in our everyday lives; however, there is also a direct correlation between memory loss and shorter attention spans. How do we combat this unfortunate fact? Checklists. The Financial Fire Drill Blueprint takes away the complexity of trying to stay on top of your finances. In fact, it will not only help you stay on track but help you develop a chronological list of things to do so you can better understand where your future is headed. Many of us are struggling not to fall behind, forget about getting ahead. By getting even one aspect of your finances in order, you can be sure that you are making visible progress every year. Have you ever asked yourself if you need to Rebalance Your Portfolio or Create Your Financial Inventory? Well, you’ll never have to again with the Financial Fire Drill Blueprint. Here is an easy-to-understand breakdown of how we tackle each individual engagement with our clients. Those steps include: Step 1️⃣ – Understanding your personal and financial circumstances. Step 2️⃣ – Identifying and selecting the right goals for your situation. Step 3️⃣ – Analyzing your current course of action and potential alternative courses of action. Step 4️⃣ – Developing personalized financial planning recommendations. Step 5️⃣ – Walking you through the financial planning recommendations. Step 6️⃣ – Implementing the financial planning strategies and following the proper blueprint steps. Step 7️⃣ – Monitoring your progress and following-up to ensure a successful outcome. To learn more, reach out to Dan today!