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.

Our mission is to help our clients find their passion and design a personalized plan to live it.

– Michael terrio

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.

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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.