Phone: 480.626.5855 info@ensignpartners.com

OUR PROVEN PROCESS

6 Step Assessment and Engagement Program

One Plan. One Team. One Bill.

1. Interview – “Explore Possibilities”
  • Objective: Engage in a 60-minute open discussion with the business owner(s).
  • Focus: Discuss business goals, structure, accountability, strengths, and weaknesses.
  • Outcome: Introduce "The Ensign Way" model (Legal, Insurance, Financial, Tax) and sign engagement letter if agreed.
2. Discovery – “What You Have”
  • Objective: Collect and verify business and personal documentation.
  • Process: Conduct a deep dive into current planning.
  • Outcome: Ensure Legal, Insurance, Financial, and Tax planning is complete and current.
3. Assessment – “Why You Have It”
  • Objective: Understand the reasons behind current planning decisions.
  • Focus: Identify misaligned or missing planning pieces.
  • Outcome: Lay the foundation for a new aligned strategy.
4. Development – “One Plan”
  • Objective: Create a strategic, customized plan.
  • Process:
    • Restructure legal entities to minimize risk
    • Optimize insurance portfolio
    • Create financial roadmap
    • Reduce expenses and tax burden
  • Outcome: Deliver an aligned and actionable roadmap.
5. Implementation – “One Team”
  • Objective: Launch 12-month implementation strategy.
  • Process: Execute plan over four quarterly phases with clear milestones.
  • Outcome: Ensure a fully integrated, cohesive, and aligned approach.
6. Engagement – “One Bill”
  • Objective: Define scope and finalize cost structure.
  • Process: Set up a single, tax-deductible monthly bill.
  • Outcome: Transition into continuous, concierge-level professional support.
Contact Information

111 E Rivulon Blvd, Suite 103, Gilbert, AZ 85297

Phone: 480.626.5855

Email: info@ensignpartners.com

Website: www.ensignpartners.com

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