This film introduces the heart of Consolidated Planning’s approach—a proven process built to bring clarity, confidence, and direction to every financial journey. From the first philosophy meeting to advanced planning strategies, the video walks through how advisors and clients work together using the Living Balance Sheet as a foundational tool. Each step is designed to create trust, uncover opportunity, and align financial decisions with what matters most. More than a system, this process reflects Consolidated Planning’s commitment to long-term relationships and meaningful outcomes. It’s a story about serving people well, not selling products, and building futures with intention.