" My partner and I are using major elements of The Financial Engineering ProcessTM to fine tune our financial planning practice. The time spent may have been the most rewarding of my career." 

Scot Sageser, ChFE,MBA

Poulsbo, WA


"The Financial Engineering ProcessTM provides a systematic approach to planning for high net worth individuals and business owners. It's beauty lies in it's simplicity. It enables advisors to adopt a repeatable and customizable process for delivering financial services to clients. It is a great confidence builder! A process that really works." 

Mark Huston, ChFE, CLU, ChFC, CFP 

Orlando, FL


"The holistic approach of the financial engineering processTM is what I needed. It insures that I truly know my clients. I strongly recommend the program to any advisor who is serious about taking their practice to the next level."

James Barfield, ChFE, CLU, ChFC

Winter Haven, FL