Identify the Gaps

Your First Steps to Financial Readiness

When it comes to financial security, the greatest risk isn’t just a lack of planning—it’s not knowing where you stand. Before you can chart a path forward, you need to locate yourself on the financial map. That’s where the Financial Fire Drill™ (FFD) comes in.

Why Identifying the Gaps Matters

Think of a fire drill. You don’t wait until smoke fills the room to figure out the exits. You pre-plan, identify risks, and ensure everyone knows what to do. Your finances deserve the same level of preparation. The FFD helps you identify gaps in your financial preparedness so you can take action before a crisis strikes.

What Does It Mean to Identify the Gaps?

Identifying financial gaps means locating key financial documents, policies, and decision-makers while assessing what’s missing or unclear. This step ensures that, in an emergency, you or your loved ones aren’t scrambling to find essential information.

We Will Guide you in Identifying the Gaps

Process is important. We will help you locate your key financial documents; clarify the decision makers and contacts; Assess what is missing or unclear; and document your findings. This is the beginning of gaining clarity and peace ofmind.

The Power of Perspective - You Are Here

The FFD acts as a financial navigation tool. Just like a “You Are Here” marker on a map, it gives you clarity on where you stand and what’s needed to move forward. By identifying your financial gaps, you eliminate uncertainty and take control of your financial future.