Like it or not, bank fees, government taxes, market volatility and more chip away at money and assets. This problem stretches far beyond the actual cost of the fees and penalties; it results in lost opportunity costs. What else could have otherwise been done with that money? The Leap Model helps you see the lost opportunity costs working against your wealth, and in turn, offers strategic ways to overcome them.

Looking at every aspect of the financial picture is one of the key components of the Leap approach. It's a simple idea that is so often overlooked in the financial arena. From debt to savings and investments to insurance, each part is separately analyzed, striving to maximize every asset's efficiency and productivity.

With Leap's interactive tools, clients and professionals are able to communicate and stay on the same page – even when they’re not physically together. Wealth protection, asset management and financial growth aren’t simply a “behind the scenes” activity with Leap. They all come together as a transparent coordinated effort that can be seen by both the client and their financial professionals in a way that simplifies personal finance and aims to make the most of a client’s potential.