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David Donhoff Senior Leverage Planner (Safe Money Specialist) Securing Financial Freedom for Life! |
Michelle George Administrative Coordinator (Dave's Left Brain Lobe) Happiness is like a butterfly which, when pursued, is always beyond our grasp, but, if you will sit down quietly, may alight upon you. -Nathaniel Hawthorne |
Liz Rickaby Tech Director (Dave's Right Brain Lobe) My favorite color is 3B143B. |
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The Leverage Planner Program is a unique process designed to increase the wealth of a client through the holistic balancing and ongoing management of their assets, liabilities, and defensive risk-management instruments (insurance and the like.) Our program begins with an in-depth personal conversation between an advisor and their client to uncover the client's relationship between their financial and emotional lives, and only then proceeds to the design of strategies to generate that client's best life results.
Client feedback during these conversations drives the analysis, a software illustration that recommends a uniquely tailored before and after scenario for each client. The software illustration provides clear action steps for a client's needs today, while the conversation provides a solid foundation for maximum flexibility as their needs change tomorrow.
The initial conversation highlights the impact of financial management on their future, and clarifies the role of the advisor within the process.
About Dave
David Donhoff is the founding principal at Leverage Planners, a financial consulting and advisory firm headquartered in Kirkland, Washington, (a division of No Bull Financial, LLC.) David leads the forefront of securities-free Profit-Lock Indexing (PLI) financial strategies. For over 25 years Donhoff has been guiding clients to achieve personal freedom and financial independence. As a featured contributor in national publications such as The Motley Fool, That Home Site, Guns and Whiskey, Global Economic Trend Analysis, and other prominent economic journals and financial BLOGs, Donhoff is a recognized advisor, advocate, and author. David swept away his CPA Joanne 10 years ago, and today she oversees the counting of the beans while David helps his clients MAKE, GROW and KEEP their beans from their Lake Washington vista home just a rain-soaked coffee-cup-walk from the Leverage Planners executive offices in the financial district of Kirkland, Washington.