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The Plan

4 steps designed to rid your finances of confusion.

Three Sessions, One Purpose

Our 4-step plan is designed to help you re-define and re-direct the rest of your life story. This unique process is spread across 3 studio Sessions, but centered around 1 Purpose.

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1 2 3 4

Born out of the bond between wealth management and life-planning, we are devoted to help individuals and families live out powerful life stories.

Step One : The “Discover” Session


Getting to know you, getting to know all about you.

It shouldn’t be so hard to design a plan for your financial life. We have helped hundreds of folks gain the clarity they deserve. We’ll show you how to put your financial resources into the context of your life so you can become successful and confident about the future.

There’s a difference between wanting something and doing something about it. We’ll show you how to make it happen so you can stop the wanting, and start the doing. Cool?

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Step Two : The “Know” Session


You can’t change what you don’t understand.

We’ll show you how we manage risk and reward inherent in investment plans. Then we’ll help you get specific, and clarify your financial information and resources. We’ll ask you to identify your priorities. We’ll dig deep, and help you realize your vision. Quantifying your retirement needs, for example, within the context of your values and life pursuits will help you build a growth plan that you’ll be able to stick to – to the end.

Next Step

Step Three : The “Grow” Session


A dream without a plan is just a wish.

This is where you find out exactly how to make it all happen. This is where your wealth management experience comes to life. This is where your story begins to take shape. You ready?

We’ll present you with a transparent assessment of your finances. We’ll arm you with a plan to help guide you through the various stages of wealth. We’ll lay out your roadmap for you with specific steps and guidelines for you to follow. We’ll introduce the wealth strategies, tactics and tools we’ll use to help you accomplish your goals. We’ll show you how you’re going to grow into the life you’ve envisioned.

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Step Four : Engage


Live on purpose, with a purpose.

Life is fluid. Wealth management should be a living, breathing process — not a one-time “set it and forget it” service. Your financial life should be continuously reviewed, monitored, and adapted as your personal situation changes and evolves. In addition to quarterly reviews, we’ll get together at least once a year to review your progress. Along the way, we’ll show you how you’re doing by developing a Milestone Monitor to track your progress. You’ll discover that planning is more about financial progress than investment performance. Like we say, you should care less about what the markets are doing and more about how you are doing.

Live your life by design, not by default.

That’s what it means to discover your ZeroCelsius®. It means no longer making choices out of desperation, but rather determination. It means choosing Now over Later. ZeroCelsius Wealth Studio’s 4-step plan can get you “there.” Begin living the life you want. You can live your life on purpose by creating a plan to direct the rest of your life story. We’re here to play a supporting role in what could be the greatest story you ever tell. Yours.

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