Philosophy
How the 8 elements work
The 8 Elements of Financial Control is a process founded on a philosophy conceptualized by Michael Terrio in response to his discovery process with clients, which begins with an “inspiration conversation” and feels more like two acquaintances developing a friendship than a conventional client-advisor assessment.
The 8 Elements of Financial Control has proven to be an effective methodology which has become the blueprint of the evaluate – investigate – educate – activate process. When you combine this philosophy with many personal touches you just don’t get with large enterprises, an organic chemistry results, along with lasting relationships, which are mutually valued, and reciprocated.
The 8 Elements of Financial Control
Founder Michael Terrio introduces the 8 Elements of Financial Control and explains how they are the cornerstone
of his financial planning and retirement income strategies.
In addition to being the president and founder of The Terrio Group, Michael Terrio is an Investment Advisor Representative, Chartered Retirement Planning Counselor, and an Accredited Asset Management Specialist.
Mr. Terrio is also a nationally renowned speaker who has been quoted on Fox Business, The Wall Street Journal, and Daily Finance; and on local media outlets like WFLX FOX 29, WPEC CBS 12, ABC & 25 WPBF.
Our Process Is As Easy As …
Evaluate
This 1st step is a friendly
exchange of information–we
actively listen to your goals.
Investigate
This 1st step is a friendly
exchange of information–we
actively listen to your goals.
Educate
We take complex methodologies & break them down into clear language.
