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Conditions of Satisfaction
A condition of satisfaction is a requirement for doing business. For example, if I was shopping for a car and I wanted a fast, red, convertible, sports car, then my conditions of satisfaction for buying a car would be a car that is fast, red, and a convertible. It wouldn't be worth my time or a car dealership's time to talk unless they have the ability to sell me a car that could meet my conditions of satisfactions (red, fast, convertible).
We only want to do business with people whom we can meet their conditions of satisfaction.
Here are our Balanced Living System ™ Conditions of Satisfaction. Business is most efficiently conducted when things are honestly and
transparently presented the first time. For that reason we not only disclose the benefits to becoming a client and going through the Balanced Living System ™, but the detriments as well.
Feature
Benefit
Detriment
Balance your life by organizing your Financial Quadrant
(Quadrant Living System )
systemize your finances
peace of mind
creates confidence
more time with family and doing the things you enjoy
learning curve to new systems
take patience and time
cost money to be coached
Determine What you Want
(Commander's Intent ™)
holds you accounable for what you want
gives money a purpose and improves how you use your time
implement new systems
removes frustration of not getting what you want
self evaluation of desires
requires coaching & guidance
difficult to determine goals
Improves Communication
(Board of Directors ™, Responsibility Pyramid ™)
deepens your ability and capacity for intimacy
you enjoy life and your time with people more
opens lines of communication
increased financial traction
leave a true legacy (not just money)
raises ceiling of capacity
tough to change old communication habits
requires you make time to be coached and practice
open to new ideas
put pride aside
your current method of communication may need change
Solutions to Root Cause
(Strategy Focus ™, Board of Directors ™)
long-term solutions
less time spent solving problems
saves time & money
solutions to obstacles
removes the frustration of treating symptoms
time required to be present
requires out of the box thinking
requires brainstorming
no blaming allowed
Cash Flow & Spending Plan
(Wealth Transfers , Wealth Tracker ™)
eliminates money being given away (plug holes in bucket)
increase cash flow
debt elimination
creates a cash cushion (savings)
each dollar is assigned a rule
relieves financial stress
requires time to implement and create a spending plan
requires commitment
requires honest self-evaluation with your spending habits
must remove pride
can't stick head in the sand when it comes to money
Bank of U
living and death benefits
tax free income
tax free college funding
fund business ventures (real estate)
emergency funds (unemployment)
family will be taken care of if breadwinner dies or is disabled
must see life insurance as more than a death benefit
must invest time to understand product features
have to qualify, this doesn't work for everyone
realize there are other ways to approach financial freedom
Financial Coach
someone holding you accountable for what you want (make sure you follow through)
long-term relationship based on trust and respect
much higher quality of service because you are paying him/her for time (not just product commission)
brings expertise advice & experience on critical subjects
significantly reduces time to master new skills / concepts
greatly lowers the learning curve
make time to meet with coach
will be assigned homework
will be required to read and do research
