Take the time to Educate and Empower Yourself

Often, many people are intimidated by the topics we’re going to review together…please don’t be! Being the CEO of You, Inc. means taking advantage of the resources available to you. We can do it together if you take the time necessary to review with us what we provide you.
F.E.A.T.
Financial Education Analysis Training

What’s needed to complete a F.E.A.T. Report?

We Collect

  • Contracts
  • Endorsement Agreements
  • Banking & Investment Statements
  • Payroll & Budgeting Reports
  • Schedules of reporting Mortgage Agreements
  • Credit card statements
  • Tax returns
  • Insurance policies
  • Pension & Retirement accounts
  • Health event documents
  • Outline of relationships

We Analyze

Our team of financial, accounting, and management experts review all documents and relationships. They then evaluate risk, accountability, suitability, and if appropriate practices are being followed, providing a detailed report of the findings.

We Educate and Review

We provide you with insight and clarify on fundamentals of each category and review your specific findings.

We Empower

We equip you with additional insight, information, and confidence and empower you to be more informed and better work with your team of advisors.

Your Scorecard

Within the F.E.A.T. Report

  • Guide to Terms, Concepts, and Sections
  • Consolidated Index of All Received Documents
  • Report of Findings
  • Suggested Action Steps