Philosophy

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.